Stevard LLC’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
Q1 | – | Sell |
-110,469
| Closed | -$6.27M | – | 65 |
|
|
2020
Q4 | $6.27M | Sell |
110,469
-5,695
| -5% | -$323K | 2.12% | 9 |
|
|
2020
Q3 | $5.2M | Buy |
116,164
+77,792
| +203% | +$3.48M | 2.17% | 6 |
|
|
2020
Q2 | $1.63M | Sell |
38,372
-4,140
| -10% | -$176K | 0.83% | 20 |
|
|
2020
Q1 | $1.43M | Sell |
42,512
-855
| -2% | -$28.7K | 0.92% | 18 |
|
|
2019
Q4 | $2.09M | Buy |
+43,367
| New | +$2.09M | 1.31% | 12 |
|