TCWP’s iShares Russell 2500 ETF SMMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,313
| Closed | -$305K | – | 158 |
|
|
2023
Q2 | $305K | Hold |
5,313
| – | – | 0.07% | 137 |
|
|
2023
Q1 | $291K | Sell |
5,313
-1,072
| -17% | -$58.8K | 0.06% | 195 |
|
|
2022
Q4 | $339K | Buy |
6,385
+1,796
| +39% | +$95.4K | 0.07% | 188 |
|
|
2022
Q3 | $228K | Buy |
+4,589
| New | +$228K | 0.05% | 244 |
|
|
2022
Q2 | – | Sell |
-1,138
| Closed | -$70K | – | 1510 |
|
|
2022
Q1 | $70K | Buy |
+1,138
| New | +$70K | 0.01% | 413 |
|