LPWM
Lake Point Wealth Management’s iShares Russell 2500 ETF SMMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $73K | Buy |
1,412
+259
| +22% | +$13.4K | 0.04% | 51 |
|
|
2022
Q1 | $72K | Sell |
1,153
-93,376
| -99% | -$5.83M | 0.03% | 51 |
|
|
2021
Q4 | $6.28M | Sell |
94,529
-326,360
| -78% | -$21.7M | 2.74% | 10 |
|
|
2021
Q3 | $27M | Buy |
420,889
+11,828
| +3% | +$759K | 12.45% | 4 |
|
|
2021
Q2 | $27.1M | Buy |
+409,061
| New | +$27.1M | 12.63% | 4 |
|