Steward Partners Investment Advisory’s Smith-Midland SMID Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,125
Closed -$37.6K 4092
2024
Q3
$37.6K Hold
1,125
﹤0.01% 2376
2024
Q2
$31.2K Buy
+1,125
New +$31.2K ﹤0.01% 2323