Corient Private Wealth’s Smith-Midland SMID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Hold |
|
|||||
|
2025
Q1 | $1.61M | Hold |
|
|||||
|
2024
Q4 | $2.3M | Sell |
|
|||||
|
2024
Q3 | $2.05M | Hold |
|
|||||
|
2024
Q2 | $1.7M | Hold |
|
|||||
|
2024
Q1 | $2.88M | Hold |
|
|||||
|
2023
Q4 | $2.42M | Hold |
|
|||||
|
2023
Q3 | $1.16M | Hold |
|
|||||
|
2023
Q2 | $1.44M | Hold |
|
|||||
|
2023
Q1 | $1.15M | Hold |
|
|||||
|
2022
Q4 | $1.26M | Buy |
|