Goodwin Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-126
| Closed | -$7.76K | – | 72 |
|
|
2023
Q4 | $7.76K | Sell |
126
-87
| -41% | -$5.36K | ﹤0.01% | 62 |
|
|
2023
Q3 | $11.6K | Sell |
213
-225
| -51% | -$12.3K | 0.01% | 74 |
|
|
2023
Q2 | $25.2K | Hold |
438
| – | – | 0.01% | 68 |
|
|
2023
Q1 | $24K | Buy |
438
+197
| +82% | +$10.8K | 0.02% | 70 |
|
|
2022
Q4 | $12.8K | Sell |
241
-131
| -35% | -$6.96K | 0.01% | 143 |
|
|
2022
Q3 | $19K | Buy |
372
+177
| +91% | +$9.04K | 0.01% | 131 |
|
|
2022
Q2 | $10.1K | Sell |
195
-1,497
| -88% | -$77.3K | 0.01% | 115 |
|
|
2022
Q1 | $105K | Buy |
1,692
+1,187
| +235% | +$73.7K | 0.07% | 53 |
|
|
2021
Q4 | $33K | Buy |
+505
| New | +$33K | 0.02% | 96 |
|