Inverness Counsel’s Smith-Midland SMID Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$1.64M Hold
2022
Q2
$858K Hold
2022
Q1
$1.09M Buy
2021
Q4
$2.69M Hold
2021
Q3
$794K Buy
2021
Q2
$915K Buy
2021
Q1
$390K Buy