KFA Private Wealth Group’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-4,496
| Closed | -$294K | – | 78 |
|
2021
Q1 | $294K | Buy |
4,496
+14
| +0.3% | +$915 | 0.17% | 59 |
|
2020
Q4 | $257K | Buy |
4,482
+29
| +0.7% | +$1.66K | 0.16% | 59 |
|
2020
Q3 | $210K | Buy |
+4,453
| New | +$210K | 0.16% | 63 |
|
2020
Q2 | – | Sell |
-5,220
| Closed | -$241K | – | 53 |
|
2020
Q1 | $241K | Sell |
5,220
-1,098
| -17% | -$50.7K | 0.29% | 43 |
|
2019
Q4 | $390K | Buy |
+6,318
| New | +$390K | 0.36% | 34 |
|