Legacy Wealth Management (Mississippi)’s Thrivent Small-Mid Cap ESG ETF TSME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Buy |
+6,967
| New | +$260K | 0.08% | 79 |
|
|
2024
Q2 | – | Sell |
-14,012
| Closed | -$485K | – | 75 |
|
|
2024
Q1 | $485K | Sell |
14,012
-85
| -0.6% | -$2.94K | 0.22% | 59 |
|
|
2023
Q4 | $436K | Sell |
14,097
-21,980
| -61% | -$680K | 0.21% | 64 |
|
|
2023
Q3 | $1M | Sell |
36,077
-415
| -1% | -$11.5K | 0.52% | 45 |
|
|
2023
Q2 | $1.06M | Sell |
36,492
-380
| -1% | -$11.1K | 0.53% | 46 |
|
|
2023
Q1 | $1.03M | Buy |
36,872
+140
| +0.4% | +$3.9K | 0.57% | 42 |
|
|
2022
Q4 | $969K | Buy |
+36,732
| New | +$969K | 0.57% | 43 |
|