Trueblood Wealth Management’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.01M | Hold |
15,481
| – | – | 0.42% | 78 |
|
2025
Q1 | $1.02M | Hold |
15,481
| – | – | 0.47% | 72 |
|
2024
Q4 | $1.05M | Buy |
15,481
+192
| +1% | +$13K | 0.52% | 59 |
|
2024
Q3 | $1.06M | Buy |
15,289
+1,341
| +10% | +$92.9K | 0.53% | 57 |
|
2024
Q2 | $867K | Hold |
13,948
| – | – | 0.49% | 67 |
|
2024
Q1 | $893K | Hold |
13,948
| – | – | 0.51% | 62 |
|
2023
Q4 | $907K | Buy |
+13,948
| New | +$907K | 0.57% | 52 |
|