Kestra Advisory Services’s Smith-Midland SMID Stock Holding History

Kestra Advisory Services’s Portfolio SMID Stock Details SMID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$258K	Buy
2024 Q2	–	Sell
2024 Q1	$327K	Hold
2023 Q4	$275K	Buy
2022 Q1	–	Sell
2021 Q4	$217K	Buy