UBS Group’s Smith-Midland SMID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159K | Sell |
4,729
-578
| -11% | -$19.4K | ﹤0.01% | 5634 |
|
|
2025
Q1 | $165K | Sell |
5,307
-6,419
| -55% | -$199K | ﹤0.01% | 5424 |
|
|
2024
Q4 | $521K | Buy |
11,726
+9,230
| +370% | +$410K | ﹤0.01% | 4666 |
|
|
2024
Q3 | $83.3K | Buy |
2,496
+1,137
| +84% | +$38K | ﹤0.01% | 5291 |
|
|
2024
Q2 | $37.6K | Buy |
1,359
+705
| +108% | +$19.5K | ﹤0.01% | 5754 |
|
|
2024
Q1 | $30.7K | Buy |
+654
| New | +$30.7K | ﹤0.01% | 5561 |
|
|
2023
Q4 | – | Sell |
-486
| Closed | -$9.24K | – | 8509 |
|
|
2023
Q3 | $9.24K | Buy |
+486
| New | +$9.24K | ﹤0.01% | 6009 |
|
|
2023
Q2 | – | Sell |
-740
| Closed | -$13.9K | – | 8349 |
|
|
2023
Q1 | $13.9K | Buy |
+740
| New | +$13.9K | ﹤0.01% | 6284 |
|
|
2021
Q4 | – | Sell |
-2,000
| Closed | -$28K | – | 9373 |
|
|
2021
Q3 | $28K | Buy |
2,000
+900
| +82% | +$12.6K | ﹤0.01% | 5701 |
|
|
2021
Q2 | $26K | Buy |
+1,100
| New | +$26K | ﹤0.01% | 5993 |
|