SFWA
Summit Financial Wealth Advisors’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-86,765
| Closed | -$4.79M | – | 154 |
|
|
2017
Q4 | $4.79M | Sell |
86,765
-867
| -1% | -$47.9K | 1.65% | 12 |
|
|
2017
Q3 | $4.91M | Buy |
87,632
+14,700
| +20% | +$824K | 1.79% | 11 |
|
|
2017
Q2 | $3.97M | Buy |
72,932
+43,041
| +144% | +$2.34M | 1.57% | 16 |
|
|
2017
Q1 | $1.59M | Buy |
29,891
+25,941
| +657% | +$1.38M | 0.69% | 43 |
|
|
2016
Q4 | $212K | Buy |
+3,950
| New | +$212K | 0.09% | 134 |
|