BDO Wealth Advisors’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $30.9K | Buy |
902
+3
| +0.3% | +$103 | ﹤0.01% | 506 |
|
|
2023
Q1 | $31.2K | Buy |
899
+4
| +0.4% | +$139 | ﹤0.01% | 504 |
|
|
2022
Q4 | $31K | Buy |
895
+6
| +0.7% | +$208 | ﹤0.01% | 495 |
|
|
2022
Q3 | $28K | Buy |
889
+4
| +0.5% | +$126 | ﹤0.01% | 506 |
|
|
2022
Q2 | $30K | Sell |
885
-1,576
| -64% | -$53.4K | ﹤0.01% | 495 |
|
|
2022
Q1 | $92K | Buy |
2,461
+7
| +0.3% | +$262 | 0.01% | 348 |
|
|
2021
Q4 | $96K | Buy |
2,454
+4
| +0.2% | +$156 | 0.01% | 357 |
|
|
2021
Q3 | $91K | Buy |
2,450
+13
| +0.5% | +$483 | 0.01% | 363 |
|
|
2021
Q2 | $93K | Sell |
2,437
-2,334
| -49% | -$89.1K | 0.01% | 382 |
|
|
2021
Q1 | $176K | Buy |
4,771
+3,901
| +448% | +$144K | 0.02% | 303 |
|
|
2020
Q4 | $29K | Buy |
870
+105
| +14% | +$3.5K | ﹤0.01% | 416 |
|
|
2020
Q3 | $22K | Sell |
765
-1,444
| -65% | -$41.5K | ﹤0.01% | 416 |
|
|
2020
Q2 | $64K | Buy |
2,209
+768
| +53% | +$22.3K | 0.01% | 304 |
|
|
2020
Q1 | $37K | Buy |
1,441
+5
| +0.3% | +$128 | 0.01% | 366 |
|
|
2019
Q4 | $51K | Buy |
1,436
+4
| +0.3% | +$142 | 0.01% | 299 |
|
|
2019
Q3 | $49K | Buy |
+1,432
| New | +$49K | 0.01% | 316 |
|