Sargent Bickham Lagudis’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
Q4 | – | Sell |
-3,139
| Closed | -$156K | – | 1089 |
|
|
2022
Q3 | $156K | Hold |
3,139
| – | – | 0.01% | 265 |
|
|
2022
Q2 | $162K | Hold |
3,139
| – | – | 0.01% | 272 |
|
|
2022
Q1 | $196K | Hold |
3,139
| – | – | 0.02% | 251 |
|
|
2021
Q4 | $208K | Hold |
3,139
| – | – | 0.02% | 242 |
|
|
2021
Q3 | $202K | Sell |
3,139
-13,329
| -81% | -$858K | 0.02% | 245 |
|
|
2021
Q2 | $1.09M | Buy |
16,468
+7,628
| +86% | +$505K | 0.09% | 125 |
|
|
2021
Q1 | $556K | Hold |
8,840
| – | – | 0.05% | 152 |
|
|
2020
Q4 | $502K | Buy |
+8,840
| New | +$502K | 0.05% | 161 |
|