Meridian Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,210
| Closed | -$207K | – | 577 |
|
|
2022
Q1 | $207K | Hold |
3,210
| – | – | 0.02% | 373 |
|
|
2021
Q4 | $215K | Buy |
+3,210
| New | +$215K | 0.02% | 375 |
|
|
2021
Q3 | – | Sell |
-3,210
| Closed | -$204K | – | 405 |
|
|
2021
Q2 | $204K | Hold |
3,210
| – | – | 0.03% | 370 |
|
|
2021
Q1 | $210K | Buy |
+3,210
| New | +$210K | 0.03% | 342 |
|
|
2019
Q3 | – | Sell |
-8,533
| Closed | -$5.06K | – | 438 |
|
|
2019
Q2 | $5.06K | Sell |
8,533
-11,822
| -58% | -$7.01K | 0.2% | 82 |
|
|
2019
Q1 | $1.19M | Sell |
20,355
-443
| -2% | -$25.8K | 0.54% | 35 |
|
|
2018
Q4 | $1.12M | Buy |
+20,798
| New | +$1.12M | 0.66% | 32 |
|