Horan Securities’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
Q3 | – | Sell |
-96
| Closed | -$5.52K | – | 567 |
|
|
2023
Q2 | $5.52K | Buy |
96
+4
| +4% | +$230 | ﹤0.01% | 458 |
|
|
2023
Q1 | $5.04K | Hold |
92
| – | – | ﹤0.01% | 466 |
|
|
2022
Q4 | $4.89K | Hold |
92
| – | – | ﹤0.01% | 452 |
|
|
2022
Q3 | $5K | Hold |
92
| – | – | ﹤0.01% | 409 |
|
|
2022
Q2 | $5K | Hold |
92
| – | – | ﹤0.01% | 425 |
|
|
2022
Q1 | $6K | Hold |
92
| – | – | ﹤0.01% | 369 |
|
|
2021
Q4 | $6K | Buy |
+92
| New | +$6K | ﹤0.01% | 373 |
|