Raymond James Financial Services Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.12M | Buy |
31,292
+12,517
| +67% | +$848K | ﹤0.01% | 1697 |
|
|
2024
Q2 | $1.18M | Buy |
18,775
+11,754
| +167% | +$736K | ﹤0.01% | 1989 |
|
|
2024
Q1 | $461K | Buy |
7,021
+505
| +8% | +$33.1K | ﹤0.01% | 2577 |
|
|
2023
Q4 | $401K | Buy |
6,516
+1,097
| +20% | +$67.5K | ﹤0.01% | 2544 |
|
|
2023
Q3 | $295K | Sell |
5,419
-3,703
| -41% | -$202K | ﹤0.01% | 2664 |
|
|
2023
Q2 | $524K | Buy |
9,122
+854
| +10% | +$49.1K | ﹤0.01% | 2320 |
|
|
2023
Q1 | $453K | Buy |
8,268
+712
| +9% | +$39K | ﹤0.01% | 2394 |
|
|
2022
Q4 | $402K | Buy |
7,556
+301
| +4% | +$16K | ﹤0.01% | 2382 |
|
|
2022
Q3 | $361K | Sell |
7,255
-6,558
| -47% | -$326K | ﹤0.01% | 2461 |
|
|
2022
Q2 | $713K | Sell |
13,813
-1,855
| -12% | -$95.8K | ﹤0.01% | 2048 |
|
|
2022
Q1 | $977K | Buy |
15,668
+11,858
| +311% | +$739K | ﹤0.01% | 1963 |
|
|
2021
Q4 | $253K | Sell |
3,810
-92
| -2% | -$6.11K | ﹤0.01% | 2815 |
|
|
2021
Q3 | $251K | Buy |
+3,902
| New | +$251K | ﹤0.01% | 2810 |
|