Retirement Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-365
| Closed | -$23K | – | 809 |
|
|
2022
Q1 | $23K | Hold |
365
| – | – | 0.01% | 319 |
|
|
2021
Q4 | $24K | Buy |
365
+150
| +70% | +$9.86K | 0.01% | 308 |
|
|
2021
Q3 | $14K | Hold |
215
| – | – | 0.01% | 355 |
|
|
2021
Q2 | $14K | Buy |
215
+50
| +30% | +$3.26K | 0.01% | 373 |
|
|
2021
Q1 | $10K | Buy |
+165
| New | +$10K | ﹤0.01% | 471 |
|