TWM

TMD Wealth Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,223	Closed	-$201K	–	47
2022 Q1	$201K	Buy	3,223 +29	+0.9%	+$1.81K	0.08%	45
2021 Q4	$212K	Buy	3,194 +52	+2%	+$3.45K	0.08%	47
2021 Q3	$202K	Buy	+3,142	New	+$202K	0.08%	42