Aspire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $13.4K | Sell |
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|
2024
Q2 | $12.5K | Sell |
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|
2024
Q1 | $14K | Sell |
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|
2023
Q4 | $14.5K | Buy |
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|
2023
Q3 | $12.8K | Sell |
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|
2023
Q2 | $13.5K | Sell |
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|
2023
Q1 | $13.1K | Sell |
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|
2022
Q4 | $24.4K | Buy |
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|
2022
Q3 | $22K | Sell |
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|
2022
Q2 | $24K | Sell |
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|
2022
Q1 | $67K | Sell |
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|
2021
Q4 | $95K | Buy |
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