Visionary Wealth Advisors’s Hilton Small-MidCap Opportunity ETF SMCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75M | Sell |
146,230
-1,454
| -1% | -$37.3K | 0.19% | 124 |
|
|
2025
Q1 | $3.48M | Buy |
147,684
+112
| +0.1% | +$2.64K | 0.21% | 125 |
|
|
2024
Q4 | $3.75M | Buy |
147,572
+8,543
| +6% | +$217K | 0.22% | 113 |
|
|
2024
Q3 | $3.46M | Sell |
139,029
-12,852
| -8% | -$320K | 0.21% | 115 |
|
|
2024
Q2 | $3.6M | Buy |
151,881
+29,981
| +25% | +$711K | 0.24% | 109 |
|
|
2024
Q1 | $2.94M | Buy |
121,900
+50,383
| +70% | +$1.21M | 0.2% | 131 |
|
|
2023
Q4 | $1.55M | Buy |
+71,517
| New | +$1.55M | 0.11% | 183 |
|