Smith Salley Wealth Management’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
2021 Q2	–	Sell	-7,754	Closed	-$488K	–	253
2021 Q1	$488K	Sell	7,754 -467	-6%	-$29.4K	0.04%	171
2020 Q4	$467K	Buy	+8,221	New	+$467K	0.05%	159