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 $501B AUM 22.01% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Nisa Investment Advisors

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return