SSWM
Sheets Smith Wealth Management’s Xtrackers S&P MidCap 400 ESG ETF MIDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Hold |
8,376
| – | – | 0.03% | 361 |
|
|
2025
Q1 | $241K | Hold |
8,376
| – | – | 0.03% | 327 |
|
|
2024
Q4 | $256K | Hold |
8,376
| – | – | 0.03% | 335 |
|
|
2024
Q3 | $259K | Hold |
8,376
| – | – | 0.03% | 335 |
|
|
2024
Q2 | $241K | Sell |
8,376
-5,415
| -39% | -$156K | 0.03% | 341 |
|
|
2024
Q1 | $414K | Sell |
13,791
-663
| -5% | -$19.9K | 0.05% | 280 |
|
|
2023
Q4 | $403K | Buy |
14,454
+380
| +3% | +$10.6K | 0.06% | 252 |
|
|
2023
Q3 | $353K | Buy |
+14,074
| New | +$353K | 0.05% | 253 |
|