Sargent Bickham Lagudis’s iShares Russell 2500 ETF SMMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
2022
Q3
$156K Hold
2022
Q2
$162K Hold
2022
Q1
$196K Hold
2021
Q4
$208K Hold
2021
Q3
$202K Sell
2021
Q2
$1.09M Buy
2021
Q1
$556K Hold
2020
Q4
$502K Buy