Winthrop Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-28,089
| Closed | -$1.35M | – | 97 |
|
|
2019
Q4 | $1.35M | Hold |
28,089
| – | – | 0.49% | 29 |
|
|
2019
Q3 | $1.25M | Hold |
28,089
| – | – | 0.5% | 29 |
|
|
2019
Q2 | $1.27M | Hold |
28,089
| – | – | 0.53% | 27 |
|
|
2019
Q1 | $1.24M | Hold |
28,089
| – | – | 0.55% | 26 |
|
|
2018
Q4 | $1.07M | Buy |
+28,089
| New | +$1.07M | 0.55% | 28 |
|