Lake Point Wealth Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$73K Buy
2022
Q1
$72K Sell
2021
Q4
$6.28M Sell
2021
Q3
$27M Buy
2021
Q2
$27.1M Buy