LFGH
SMMD icon

Lee Financial Group Hawaii’s iShares Russell 2500 ETF SMMD Stock Holding History

Lee Financial Group Hawaii’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-286,470
Closed -$15.2M – 40
2022
Q4 		$15.2M Sell
286,470
-4,531
-2% -$243K 14.97% 2
2022
Q3 		$14.5K Buy
291,001
+135,588
+87% +$7.48M 11.65% 3
2022
Q2 		$8.02M Buy
155,413
+34
+0% +$1.92K 7.82% 6
2022
Q1 		$9.69K Sell
155,379
-920
-0.6% -$56.6K 6.61% 6
2021
Q4 		$10.4M Buy
156,299
+204
+0.1% +$13.6K 7.54% 4
2021
Q3 		$10M Buy
156,095
+15,744
+11% +$1.03M 7.37% 4
2021
Q2 		$9.29M Sell
140,351
-25,397
-15% -$1.65M 6.7% 4
2021
Q1 		$10.4M Buy
165,748
+62,108
+60% +$3.84M 8.55% 3
2020
Q4 		$5.88M Buy
+103,640
New +$5.32M 4.96% 5

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W
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