Landmark Wealth Management (New York)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.11M | Sell |
47,835
-56
| -0.1% | -$3.64K | 1.33% | 21 |
|
|
2025
Q1 | $3.14M | Sell |
47,891
-20,974
| -30% | -$1.38M | 1.39% | 21 |
|
|
2024
Q4 | $4.66M | Sell |
68,865
-1,788
| -3% | -$121K | 2.07% | 15 |
|
|
2024
Q3 | $4.89M | Sell |
70,653
-7,076
| -9% | -$490K | 2.13% | 14 |
|
|
2024
Q2 | $4.83M | Buy |
77,729
+33,571
| +76% | +$2.09M | 3.76% | 9 |
|
|
2024
Q1 | $2.83M | Buy |
44,158
+1,356
| +3% | +$86.8K | 1.31% | 22 |
|
|
2023
Q4 | $2.78M | Buy |
42,802
+3,105
| +8% | +$202K | 1.37% | 22 |
|
|
2023
Q3 | $2.25M | Sell |
39,697
-79
| -0.2% | -$4.47K | 1.28% | 23 |
|
|
2023
Q2 | $2.35M | Buy |
39,776
+1,676
| +4% | +$99.1K | 2.08% | 15 |
|
|
2023
Q1 | $2.33M | Buy |
38,100
+8,762
| +30% | +$535K | 1.29% | 23 |
|
|
2022
Q4 | $1.8M | Sell |
29,338
-1,259
| -4% | -$77.2K | 1.3% | 23 |
|
|
2022
Q3 | $1.7M | Sell |
30,597
-948
| -3% | -$52.6K | 1.29% | 22 |
|
|
2022
Q2 | $1.85M | Sell |
31,545
-43,223
| -58% | -$2.54M | 2.37% | 10 |
|
|
2022
Q1 | $2.45M | Buy |
74,768
+36,606
| +96% | +$1.2M | 1.29% | 17 |
|
|
2021
Q4 | $3K | Buy |
+38,162
| New | +$3K | 1.75% | 14 |
|