Wealthspire Advisors (Maryland)’s iShares Russell 2500 ETF SMMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,475
| Closed | -$65K | – | 1803 |
|
|
2019
Q1 | $65K | Buy |
1,475
+5
| +0.3% | +$220 | ﹤0.01% | 796 |
|
|
2018
Q4 | $56K | Buy |
1,470
+69
| +5% | +$2.63K | 0.01% | 812 |
|
|
2018
Q3 | $67K | Hold |
1,401
| – | – | 0.01% | 856 |
|
|
2018
Q2 | $65K | Hold |
1,401
| – | – | 0.01% | 885 |
|
|
2018
Q1 | $60K | Buy |
+1,401
| New | +$60K | 0.01% | 910 |
|