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OneAscent Financial Services’s iShares Russell 2500 ETF SMMD Stock Holding History

OneAscent Financial Services’s Portfolio SMMD Stock Details SMMD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-6,424
Closed -$288K – 176
2020
Q3 		$288K Hold
6,424
– – 0.15% 147
2020
Q2 		$273K Buy
6,424
+178
+3% +$7.56K 0.18% 125
2020
Q1 		$210K Buy
+6,246
New +$210K 0.16% 128