Smallwood Wealth Investment Management’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.99M | Buy |
113,884
+4,008
| +4% | +$140K | 2.51% | 7 |
|
|
2024
Q4 | $3.59M | Buy |
109,876
+6,389
| +6% | +$209K | 2.45% | 8 |
|
|
2024
Q3 | $3.7M | Buy |
103,487
+5,080
| +5% | +$182K | 2.64% | 8 |
|
|
2024
Q2 | $3.48M | Buy |
98,407
+4,571
| +5% | +$161K | 2.68% | 7 |
|
|
2024
Q1 | $3.17M | Buy |
93,836
+2,225
| +2% | +$75K | 2.45% | 11 |
|
|
2023
Q4 | $3.01M | Buy |
91,611
+5,506
| +6% | +$181K | 2.49% | 10 |
|
|
2023
Q3 | $2.44M | Buy |
86,105
+2,168
| +3% | +$61.4K | 2.22% | 11 |
|
|
2023
Q2 | $2.63M | Sell |
83,937
-1,805
| -2% | -$56.6K | 2.35% | 10 |
|
|
2023
Q1 | $2.52M | Buy |
85,742
+1,020
| +1% | +$30K | 2.39% | 10 |
|
|
2022
Q4 | $2.34M | Buy |
84,722
+32,428
| +62% | +$894K | 1.98% | 11 |
|
|
2022
Q3 | $1.31M | Buy |
+52,294
| New | +$1.31M | 1.17% | 18 |
|