Pathstone Family Office’s iShares Russell 2500 ETF SMMD Stock Holding History

Pathstone Family Office’s Portfolio SMMD Stock Details SMMD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$574K	Hold
2023 Q2	$605K	Sell
2023 Q1	$584K	Sell
2022 Q4	$1.29M	Buy
2021 Q1	–	Sell
2020 Q4	$32K	Hold
2020 Q3	$25K	Buy
2020 Q2	$24K	Buy
2020 Q1	$19K	Buy
2019 Q2	–	Sell
2019 Q1	$904K	Buy