Patriot Financial Group Insurance Agency’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Buy |
33,443
+649
| +2% | +$50.1K | 0.3% | 83 |
|
|
2025
Q1 | $2.23M | Buy |
+32,794
| New | +$2.23M | 0.3% | 82 |
|
|
2022
Q1 | – | Sell |
-500
| Closed | -$30K | – | 2229 |
|
|
2021
Q4 | $30K | Hold |
500
| – | – | 0.01% | 1060 |
|
|
2021
Q3 | $30K | Hold |
500
| – | – | 0.01% | 1049 |
|
|
2021
Q2 | $27K | Hold |
500
| – | – | ﹤0.01% | 1062 |
|
|
2021
Q1 | $25K | Buy |
+500
| New | +$25K | 0.01% | 1011 |
|