CA
Crumly & Associates’s Distillate Small/Mid Cash Flow ETF DSMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
32,109
-155,440
| -83% | -$5.05M | 0.25% | 61 |
|
|
2025
Q1 | $5.92M | Buy |
187,549
+5,869
| +3% | +$185K | 1.63% | 19 |
|
|
2024
Q4 | $6.35M | Sell |
181,680
-12,513
| -6% | -$437K | 1.73% | 18 |
|
|
2024
Q3 | $7M | Sell |
194,193
-145,699
| -43% | -$5.25M | 1.94% | 17 |
|
|
2024
Q2 | $11.8M | Sell |
339,892
-8,350
| -2% | -$290K | 3.4% | 8 |
|
|
2024
Q1 | $12.9M | Sell |
348,242
-59,033
| -14% | -$2.18M | 3.39% | 7 |
|
|
2023
Q4 | $14M | Buy |
407,275
+225,214
| +124% | +$7.76M | 4.08% | 3 |
|
|
2023
Q3 | $5.58M | Buy |
182,061
+11,774
| +7% | +$361K | 2.19% | 17 |
|
|
2023
Q2 | $5.13M | Buy |
+170,287
| New | +$5.13M | 2.06% | 18 |
|