O'Brien Wealth Partners’s iShares Russell 2500 ETF SMMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-62,389
| Closed | -$2M | – | 33 |
|
|
2020
Q1 | $2M | Sell |
62,389
-9,867
| -14% | -$316K | 1.12% | 8 |
|
|
2019
Q4 | $3.47M | Sell |
72,256
-1,309
| -2% | -$62.9K | 2.48% | 6 |
|
|
2019
Q3 | $3.28M | Sell |
73,565
-863
| -1% | -$38.4K | 2.57% | 5 |
|
|
2019
Q2 | $3.4M | Sell |
74,428
-6,663
| -8% | -$305K | 2.49% | 6 |
|
|
2019
Q1 | $3.58M | Sell |
81,091
-5,786
| -7% | -$255K | 2.53% | 6 |
|
|
2018
Q4 | $3.57M | Buy |
+86,877
| New | +$3.57M | 2.44% | 7 |
|