Destiny Wealth Partners’s iShares Russell 2500 ETF SMMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,307
| Closed | -$123K | – | 568 |
|
|
2022
Q4 | $123K | Sell |
2,307
-81,678
| -97% | -$4.34M | 0.03% | 213 |
|
|
2022
Q3 | $4.18M | Buy |
83,985
+64
| +0.1% | +$3.18K | 0.94% | 35 |
|
|
2022
Q2 | $4.33M | Sell |
83,921
-17
| -0% | -$878 | 0.95% | 36 |
|
|
2022
Q1 | $5.24M | Buy |
83,938
+14,099
| +20% | +$879K | 1.02% | 33 |
|
|
2021
Q4 | $4.64M | Buy |
69,839
+989
| +1% | +$65.7K | 0.89% | 43 |
|
|
2021
Q3 | $4.42M | Sell |
68,850
-7,387
| -10% | -$474K | 0.89% | 44 |
|
|
2021
Q2 | $5.05M | Sell |
76,237
-7,229
| -9% | -$479K | 0.97% | 43 |
|
|
2021
Q1 | $5.25M | Sell |
83,466
-7,794
| -9% | -$490K | 1.1% | 32 |
|
|
2020
Q4 | $5.18M | Buy |
+91,260
| New | +$5.18M | 1.08% | 35 |
|