Wealthcare Advisory Partners’s Bahl & Gaynor Small/Mid Cap Income Growth ETF SMIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
55,060
+8,815
| +19% | +$254K | 0.04% | 377 |
|
|
2025
Q1 | $1.32M | Sell |
46,245
-3,586
| -7% | -$102K | 0.04% | 382 |
|
|
2024
Q4 | $1.45M | Buy |
49,831
+1,178
| +2% | +$34.3K | 0.04% | 338 |
|
|
2024
Q3 | $1.42M | Buy |
48,653
+5,871
| +14% | +$172K | 0.04% | 334 |
|
|
2024
Q2 | $1.12M | Buy |
42,782
+10,350
| +32% | +$272K | 0.04% | 351 |
|
|
2024
Q1 | $874K | Buy |
32,432
+14,099
| +77% | +$380K | 0.03% | 406 |
|
|
2023
Q4 | $462K | Buy |
+18,333
| New | +$462K | 0.02% | 499 |
|