Sheets Smith Wealth Management’s Medalist Diversified Inc MDRR Stock Holding History

Sheets Smith Wealth Management’s Portfolio MDRR Stock Details MDRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-965	Closed	-$12.9K	–	338
2023 Q1	$12.9K	Hold	965	–	–	﹤0.01%	315
2022 Q4	$10.8K	Hold	965	–	–	﹤0.01%	309
2022 Q3	$13K	Hold	965	–	–	﹤0.01%	300
2022 Q2	$13K	Hold	965	–	–	﹤0.01%	303
2022 Q1	$16K	Hold	965	–	–	﹤0.01%	352
2021 Q4	$19K	Hold	965	–	–	﹤0.01%	372
2021 Q3	$19K	Hold	965	–	–	﹤0.01%	364
2021 Q2	$21K	Hold	965	–	–	﹤0.01%	358
2021 Q1	$31K	Hold	965	–	–	﹤0.01%	330
2020 Q4	$34K	Hold	965	–	–	0.01%	332
2020 Q3	$19K	Hold	965	–	–	﹤0.01%	295
2020 Q2	$28K	Buy	+965	New	+$28K	0.01%	257

Other funds holding MDRR

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return

Sheets Smith Wealth Management's MDRR Position: Q2 2023 in Review

Sheets Smith Wealth Management sold out of Medalist Diversified Inc (MDRR) in Q2 2023, closing a stake of 965 shares — an estimated $12.9K sold.

Sheets Smith Wealth Management first reported a position in MDRR in Q2 2020 and held it in 12 quarters. The position peaked at $34K in Q4 2020. 4 funds tracked by Wall St. Rank hold MDRR as of Q2 2023.

Sheets Smith Wealth Management reported no remaining Medalist Diversified Inc position as of Q2 2023 after selling out during the quarter.
Sheets Smith Wealth Management sold 965 Medalist Diversified Inc shares in Q2 2023, an estimated $12.9K.
Sheets Smith Wealth Management first reported a position in Medalist Diversified Inc in Q2 2020 and held it in 12 quarters.
Sheets Smith Wealth Management's Medalist Diversified Inc position peaked at $34K in Q4 2020.
4 funds tracked by Wall St. Rank held Medalist Diversified Inc as of Q2 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.