Wells Fargo’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 | $52.7K | Sell |
1,569
-614
| -28% | -$20.6K | ﹤0.01% | 5069 |
|
|
2025
Q1 | $67.8K | Sell |
2,183
-52
| -2% | -$1.62K | ﹤0.01% | 4838 |
|
|
2024
Q4 | $99.4K | Buy |
2,235
+851
| +61% | +$37.8K | ﹤0.01% | 4719 |
|
|
2024
Q3 | $46.2K | Sell |
1,384
-55
| -4% | -$1.84K | ﹤0.01% | 4977 |
|
|
2024
Q2 | $39.8K | Buy |
1,439
+1,405
| +4,132% | +$38.9K | ﹤0.01% | 5014 |
|
|
2024
Q1 | $1.6K | Hold |
34
| – | – | ﹤0.01% | 5675 |
|
|
2023
Q4 | $1.34K | Buy |
34
+2
| +6% | +$79 | ﹤0.01% | 5717 |
|
|
2023
Q3 | $608 | Hold |
32
| – | – | ﹤0.01% | 5949 |
|
|
2023
Q2 | $753 | Sell |
32
-160
| -83% | -$3.77K | ﹤0.01% | 6087 |
|
|
2023
Q1 | $3.6K | Hold |
192
| – | – | ﹤0.01% | 5804 |
|
|
2022
Q4 | $3.94K | Sell |
192
-25
| -12% | -$513 | ﹤0.01% | 5505 |
|
|
2022
Q3 | $6K | Sell |
217
-7
| -3% | -$194 | ﹤0.01% | 5534 |
|
|
2022
Q2 | $3K | Buy |
224
+198
| +762% | +$2.65K | ﹤0.01% | 5921 |
|
|
2022
Q1 | $0 | Hold |
26
| – | – | ﹤0.01% | 7178 |
|
|
2021
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 6503 |
|
|
2021
Q3 | $0 | Sell |
26
-1
| -4% | – | ﹤0.01% | 7079 |
|
|
2021
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 6382 |
|
|
2021
Q1 | $0 | Buy |
+27
| New | – | ﹤0.01% | 6899 |
|