Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $26.1K | Sell |
197
-97
| -33% | -$12.8K | ﹤0.01% | 504 |
|
|
2023
Q3 | $34.5K | Hold |
294
| – | – | ﹤0.01% | 390 |
|
|
2023
Q2 | $36.1K | Buy |
294
+1
| +0.3% | +$123 | ﹤0.01% | 372 |
|
|
2023
Q1 | $34.5K | Sell |
293
-40
| -12% | -$4.72K | ﹤0.01% | 384 |
|
|
2022
Q4 | $38K | Buy |
+333
| New | +$38K | ﹤0.01% | 376 |
|
|
2020
Q2 | – | Sell |
-55
| Closed | -$4K | – | 734 |
|
|
2020
Q1 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 456 |
|