Morgan Stanley’s Smith-Midland SMID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Sell |
7,841
-4,274
| -35% | -$143K | ﹤0.01% | 5742 |
|
|
2025
Q1 | $376K | Sell |
12,115
-538
| -4% | -$16.7K | ﹤0.01% | 5458 |
|
|
2024
Q4 | $563K | Sell |
12,653
-295
| -2% | -$13.1K | ﹤0.01% | 5370 |
|
|
2024
Q3 | $432K | Buy |
12,948
+6,299
| +95% | +$210K | ﹤0.01% | 5466 |
|
|
2024
Q2 | $184K | Buy |
6,649
+1,131
| +20% | +$31.3K | ﹤0.01% | 5720 |
|
|
2024
Q1 | $259K | Sell |
5,518
-4,758
| -46% | -$224K | ﹤0.01% | 5628 |
|
|
2023
Q4 | $406K | Buy |
10,276
+5,085
| +98% | +$201K | ﹤0.01% | 5697 |
|
|
2023
Q3 | $98.7K | Sell |
5,191
-40
| -0.8% | -$760 | ﹤0.01% | 5899 |
|
|
2023
Q2 | $123K | Buy |
5,231
+3,631
| +227% | +$85.4K | ﹤0.01% | 5853 |
|
|
2023
Q1 | $30K | Buy |
1,600
+975
| +156% | +$18.3K | ﹤0.01% | 6474 |
|
|
2022
Q4 | $12.8K | Sell |
625
-14
| -2% | -$287 | ﹤0.01% | 6846 |
|
|
2022
Q3 | $17K | Buy |
639
+14
| +2% | +$372 | ﹤0.01% | 6866 |
|
|
2022
Q2 | $9K | Buy |
625
+200
| +47% | +$2.88K | ﹤0.01% | 7252 |
|
|
2022
Q1 | $8K | Sell |
425
-619
| -59% | -$11.7K | ﹤0.01% | 7473 |
|
|
2021
Q4 | $49K | Buy |
1,044
+44
| +4% | +$2.07K | ﹤0.01% | 6822 |
|
|
2021
Q3 | $14K | Sell |
1,000
-700
| -41% | -$9.8K | ﹤0.01% | 7223 |
|
|
2021
Q2 | $40K | Buy |
+1,700
| New | +$40K | ﹤0.01% | 6761 |
|