TPWA
TRUE Private Wealth Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Sell |
4,307
-6
| -0.1% | -$407 | 0.03% | 210 |
|
|
2025
Q1 | $270K | Sell |
4,313
-4
| -0.1% | -$250 | 0.03% | 201 |
|
|
2024
Q4 | $294K | Sell |
4,317
-31
| -0.7% | -$2.11K | 0.04% | 182 |
|
|
2024
Q3 | $295K | Hold |
4,348
| – | – | 0.04% | 173 |
|
|
2024
Q2 | $272K | Buy |
4,348
+1
| +0% | +$63 | 0.03% | 235 |
|
|
2024
Q1 | $285K | Buy |
4,347
+1
| +0% | +$66 | 0.03% | 240 |
|
|
2023
Q4 | $268K | Buy |
4,346
+281
| +7% | +$17.3K | 0.03% | 233 |
|
|
2023
Q3 | $222K | Sell |
4,065
-564
| -12% | -$30.7K | 0.03% | 240 |
|
|
2023
Q2 | $266K | Sell |
4,629
-9
| -0.2% | -$517 | 0.04% | 187 |
|
|
2023
Q1 | $254K | Buy |
4,638
+2
| +0% | +$110 | 0.04% | 193 |
|
|
2022
Q4 | $246K | Sell |
4,636
-564
| -11% | -$30K | 0.04% | 187 |
|
|
2022
Q3 | $258K | Sell |
5,200
-160
| -3% | -$7.94K | 0.04% | 171 |
|
|
2022
Q2 | $276K | Buy |
5,360
+1
| +0% | +$51 | 0.04% | 176 |
|
|
2022
Q1 | $319K | Sell |
5,359
-1,894
| -26% | -$113K | 0.04% | 166 |
|
|
2021
Q4 | $481K | Sell |
7,253
-230
| -3% | -$15.3K | 0.07% | 150 |
|
|
2021
Q3 | $480K | Buy |
7,483
+33
| +0.4% | +$2.12K | 0.07% | 146 |
|
|
2021
Q2 | $493K | Sell |
7,450
-7,263
| -49% | -$481K | 0.07% | 139 |
|
|
2021
Q1 | $925K | Sell |
14,713
-9,424
| -39% | -$592K | 0.15% | 91 |
|
|
2020
Q4 | $1.37M | Buy |
+24,137
| New | +$1.37M | 0.23% | 65 |
|