Atlas Private Wealth Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-34,391
| Closed | -$1.28M | – | 125 |
|
|
2022
Q1 | $1.28M | Buy |
34,391
+660
| +2% | +$24.5K | 0.74% | 40 |
|
|
2021
Q4 | $1.32M | Buy |
33,731
+1,505
| +5% | +$58.9K | 0.74% | 41 |
|
|
2021
Q3 | $1.2M | Buy |
32,226
+1,370
| +4% | +$50.8K | 0.73% | 46 |
|
|
2021
Q2 | $1.17M | Buy |
30,856
+5,298
| +21% | +$202K | 0.72% | 45 |
|
|
2021
Q1 | $942K | Buy |
25,558
+18,176
| +246% | +$670K | 0.6% | 50 |
|
|
2020
Q4 | $250K | Buy |
+7,382
| New | +$250K | 0.18% | 105 |
|