Avior Wealth Management’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | -$61 | – | 2408 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 2231 |
|
|
2022
Q4 | – | Sell |
-3
| Closed | – | – | 1327 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1287 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1218 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1236 |
|
|
2021
Q4 | $0 | Sell |
3
-5
| -63% | – | ﹤0.01% | 1219 |
|
|
2021
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 1023 |
|
|
2021
Q2 | $1K | Sell |
8
-243
| -97% | -$30.4K | ﹤0.01% | 998 |
|
|
2021
Q1 | $30K | Buy |
+251
| New | +$30K | ﹤0.01% | 582 |
|