Kestra Advisory Services’s Smith-Midland SMID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,803
| Closed | -$258K | – | 2877 |
|
|
2024
Q4 | $258K | Buy |
+5,803
| New | +$258K | ﹤0.01% | 2330 |
|
|
2024
Q2 | – | Sell |
-6,966
| Closed | -$327K | – | 2673 |
|
|
2024
Q1 | $327K | Hold |
6,966
| – | – | ﹤0.01% | 1942 |
|
|
2023
Q4 | $275K | Buy |
+6,966
| New | +$275K | ﹤0.01% | 1906 |
|
|
2022
Q1 | – | Sell |
-4,620
| Closed | -$217K | – | 2117 |
|
|
2021
Q4 | $217K | Buy |
+4,620
| New | +$217K | ﹤0.01% | 1830 |
|