Legacy Wealth Management (Idaho)’s Distillate Small/Mid Cash Flow ETF DSMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$300K Buy
2025
Q1
$251K Sell
2024
Q4
$565K Sell
2024
Q3
$684K Buy