MA
Mutual Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,810
| Closed | -$208K | – | 1066 |
|
|
2023
Q3 | $208K | Sell |
3,810
-720
| -16% | -$39.2K | 0.01% | 909 |
|
|
2023
Q2 | $260K | Hold |
4,530
| – | – | 0.01% | 853 |
|
|
2023
Q1 | $248K | Sell |
4,530
-5,109
| -53% | -$280K | 0.01% | 836 |
|
|
2022
Q4 | $512K | Buy |
9,639
+4,958
| +106% | +$263K | 0.02% | 581 |
|
|
2022
Q3 | $233K | Buy |
+4,681
| New | +$233K | 0.01% | 783 |
|