Morgan Stanley’s Smith-Midland SMID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $519K | Buy |
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|
2025
Q3 | $440K | Buy |
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|
2025
Q2 | $263K | Sell |
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|
2025
Q1 | $376K | Sell |
|
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|
2024
Q4 | $563K | Sell |
|
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|
2024
Q3 | $432K | Buy |
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|
2024
Q2 | $184K | Buy |
|
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|
2024
Q1 | $259K | Sell |
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|
2023
Q4 | $406K | Buy |
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|
2023
Q3 | $98.7K | Sell |
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|
2023
Q2 | $123K | Buy |
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|
2023
Q1 | $30K | Buy |
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|
2022
Q4 | $12.8K | Sell |
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|
2022
Q3 | $17K | Buy |
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|
2022
Q2 | $9K | Buy |
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|
2022
Q1 | $8K | Sell |
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|
2021
Q4 | $49K | Buy |
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|
2021
Q3 | $14K | Sell |
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|
2021
Q2 | $40K | Buy |
|