AWM
Aspire Wealth Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-228
| Closed | -$8.14K | – | 196 |
|
|
2023
Q4 | $8.14K | Sell |
228
-258
| -53% | -$9.21K | 0.01% | 161 |
|
|
2023
Q3 | $16.1K | Sell |
486
-176
| -27% | -$5.82K | 0.01% | 144 |
|
|
2023
Q2 | $22.7K | Sell |
662
-213
| -24% | -$7.31K | 0.02% | 144 |
|
|
2023
Q1 | $30.3K | Sell |
875
-179
| -17% | -$6.21K | 0.02% | 135 |
|
|
2022
Q4 | $36.5K | Sell |
1,054
-193
| -15% | -$6.68K | 0.03% | 124 |
|
|
2022
Q3 | $40K | Hold |
1,247
| – | – | 0.04% | 115 |
|
|
2022
Q2 | $42K | Sell |
1,247
-76
| -6% | -$2.56K | 0.04% | 120 |
|
|
2022
Q1 | $49K | Buy |
1,323
+4
| +0.3% | +$148 | 0.04% | 122 |
|
|
2021
Q4 | $52K | Buy |
+1,319
| New | +$52K | 0.04% | 120 |
|