Perigon Wealth Management’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
2024
Q4
Sell
-17,411
Closed -$1.5M 1082
2024
Q3
$1.5M Sell
17,411
-213
-1% -$18.3K 0.04% 328
2024
Q2
$1.43M Buy
17,624
+3,555
+25% +$288K 0.04% 298
2024
Q1
$989K Buy
14,069
+10,391
+283% +$730K 0.03% 373
2023
Q4
$257K Buy
+3,678
New +$257K 0.01% 708