Diversified’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-85,118
| Closed | -$5.65M | – | 122 |
|
|
2021
Q4 | $5.65M | Buy |
85,118
+16,303
| +24% | +$1.08M | 2.39% | 9 |
|
|
2021
Q3 | $4.42M | Buy |
68,815
+26,388
| +62% | +$1.69M | 2.35% | 11 |
|
|
2021
Q2 | $2.81M | Buy |
42,427
+31,451
| +287% | +$2.08M | 1.57% | 17 |
|
|
2021
Q1 | $690K | Buy |
+10,976
| New | +$690K | 0.53% | 38 |
|