55I LLC’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $255K | Sell |
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $1.16M | Sell |
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|
2021
Q3 | $1.08M | Sell |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $849K | Sell |
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|
2020
Q4 | $7.41M | Buy |
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|
2020
Q3 | $3.29M | Buy |
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|
2020
Q2 | $1.35M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $888K | Buy |
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