Pathstone Holdings
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Pathstone Holdings’s iShares Russell 2500 ETF SMMD Stock Holding History

Pathstone Holdings’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,524
Closed -$659K – 2361
2024
Q2 		$659K Buy
10,524
+2
+0% +$125 ﹤0.01% 1547
2024
Q1 		$690K Sell
10,522
-121
-1% -$7.94K ﹤0.01% 1518
2023
Q4 		$655K Buy
+10,643
New +$655K ﹤0.01% 1338