Southland Equity Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,434
| Closed | -$214K | – | 177 |
|
|
2022
Q1 | $214K | Hold |
3,434
| – | – | 0.09% | 164 |
|
|
2021
Q4 | $228K | Hold |
3,434
| – | – | 0.09% | 154 |
|
|
2021
Q3 | $220K | Hold |
3,434
| – | – | 0.1% | 151 |
|
|
2021
Q2 | $227K | Hold |
3,434
| – | – | 0.11% | 144 |
|
|
2021
Q1 | $216K | Buy |
+3,434
| New | +$216K | 0.12% | 140 |
|