BDO Wealth Advisors’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $30.9K | Buy |
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2023
Q1 | $31.2K | Buy |
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|
2022
Q4 | $31K | Buy |
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|
2022
Q3 | $28K | Buy |
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|
2022
Q2 | $30K | Sell |
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|
2022
Q1 | $92K | Buy |
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|
2021
Q4 | $96K | Buy |
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|
2021
Q3 | $91K | Buy |
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|
2021
Q2 | $93K | Sell |
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|
2021
Q1 | $176K | Buy |
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|
2020
Q4 | $29K | Buy |
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|
2020
Q3 | $22K | Sell |
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|
2020
Q2 | $64K | Buy |
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|
2020
Q1 | $37K | Buy |
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|
2019
Q4 | $51K | Buy |
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|
2019
Q3 | $49K | Buy |
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