Avidian Wealth Enterprises’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	-5,903	Closed	-$219K	–	489
2022 Q1	$219K	Buy	5,903 +146	+3%	+$5.42K	0.01%	438
2021 Q4	$225K	Buy	+5,757	New	+$225K	0.01%	458