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Curated Wealth Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

Curated Wealth Partners’s Portfolio SMMD Stock Details SMMD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,300
Closed -$265K – 119
2023
Q4 		$265K Buy
+4,300
New +$265K 0.04% 125