Surevest’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
Q3 | $6.11M | Sell |
122,879
-92
| -0.1% | -$4.58K | 1.66% | 8 |
|
|
2022
Q2 | $6.35M | Buy |
122,971
+4,699
| +4% | +$243K | 1.66% | 8 |
|
|
2022
Q1 | $7.38M | Sell |
118,272
-44,507
| -27% | -$2.78M | 1.78% | 7 |
|
|
2021
Q4 | $10.8M | Sell |
162,779
-312
| -0.2% | -$20.7K | 2.56% | 4 |
|
|
2021
Q3 | $10.5M | Buy |
163,091
+12,900
| +9% | +$828K | 2.64% | 4 |
|
|
2021
Q2 | $9.95M | Buy |
150,191
+41,786
| +39% | +$2.77M | 2.59% | 4 |
|
|
2021
Q1 | $6.82M | Buy |
+108,405
| New | +$6.82M | 2.06% | 4 |
|