Southern Wealth Management’s iShares Russell 2500 ETF SMMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $922K | Buy |
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|
2022
Q4 | $757K | Buy |
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|
2022
Q3 | $694K | Buy |
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|
2022
Q2 | $565K | Buy |
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|
2022
Q1 | $570K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $711K | Hold |
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|
2021
Q2 | $724K | Buy |
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|
2021
Q1 | $693K | Hold |
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|
2020
Q4 | $626K | Buy |
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|
2020
Q3 | $491K | Hold |
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|
2020
Q2 | $466K | Buy |
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