Creative Planning’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,101
| Closed | -$681K | – | 2636 |
|
|
2022
Q4 | $681K | Buy |
+11,101
| New | +$681K | ﹤0.01% | 1245 |
|
|
2022
Q1 | – | Sell |
-7,731
| Closed | -$517K | – | 2355 |
|
|
2021
Q4 | $517K | Buy |
+7,731
| New | +$517K | ﹤0.01% | 1280 |
|
|
2017
Q3 | – | Sell |
-41
| Closed | -$2K | – | 3337 |
|
|
2017
Q2 | $2K | Hold |
41
| – | – | ﹤0.01% | 4240 |
|
|
2017
Q1 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 4224 |
|
|
2016
Q3 | – | Sell |
-2,113
| Closed | -$99K | – | 4492 |
|
|
2016
Q2 | $99K | Buy |
+2,113
| New | +$99K | ﹤0.01% | 1680 |
|