O'Brien Wealth Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
2020
Q1
$2M Sell
2019
Q4
$3.47M Sell
2019
Q3
$3.28M Sell
2019
Q2
$3.4M Sell
2019
Q1
$3.58M Sell
2018
Q4
$3.57M Buy