Ausdal Financial Partners’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
Q1 | – | Sell |
-32,216
| Closed | -$1.26M | – | 514 |
|
|
2021
Q4 | $1.26M | Hold |
32,216
| – | – | 0.17% | 159 |
|
|
2021
Q3 | $1.2M | Sell |
32,216
-314
| -1% | -$11.6K | 0.18% | 159 |
|
|
2021
Q2 | $1.24M | Sell |
32,530
-8,698
| -21% | -$331K | 0.19% | 152 |
|
|
2021
Q1 | $1.52M | Sell |
41,228
-25,967
| -39% | -$957K | 0.26% | 117 |
|
|
2020
Q4 | $2.28M | Sell |
67,195
-1,359
| -2% | -$46.1K | 0.44% | 60 |
|
|
2020
Q3 | $2M | Hold |
68,554
| – | – | 0.48% | 51 |
|
|
2020
Q2 | $1.99M | Sell |
68,554
-3,129
| -4% | -$90.7K | 0.66% | 41 |
|
|
2020
Q1 | $1.93M | Buy |
+71,683
| New | +$1.93M | 0.68% | 38 |
|