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

Legacy Wealth Management (Idaho)’s Portfolio DSMC Stock Details DSMC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$300K Buy
9,232
+1,264
+16% +$41.1K 0.16% 62
2025
Q1 		$251K Sell
7,968
-8,423
-51% -$266K 0.18% 61
2024
Q4 		$565K Sell
16,391
-2,085
-11% -$71.8K 0.36% 42
2024
Q3 		$684K Buy
+18,476
New +$684K 0.4% 35