NewEdge Advisors’s Smith-Midland SMID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,500
| Closed | -$117K | – | 3991 |
|
|
2024
Q1 | $117K | Hold |
2,500
| – | – | ﹤0.01% | 2015 |
|
|
2023
Q4 | $98.8K | Buy |
2,500
+2,000
| +400% | +$79K | ﹤0.01% | 1954 |
|
|
2023
Q3 | $9.51K | Buy |
+500
| New | +$9.51K | ﹤0.01% | 2588 |
|
|
2023
Q1 | – | Sell |
-3,813
| Closed | -$78.2K | – | 4056 |
|
|
2022
Q4 | $78.2K | Buy |
+3,813
| New | +$78.2K | ﹤0.01% | 1537 |
|
|
2022
Q1 | – | Sell |
-4,500
| Closed | -$212K | – | 1564 |
|
|
2021
Q4 | $212K | Buy |
+4,500
| New | +$212K | ﹤0.01% | 1496 |
|