Beaird Harris Wealth Management’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-240
| Closed | -$6.41K | – | 488 |
|
|
2023
Q2 | $6.41K | Hold |
240
| – | – | ﹤0.01% | 300 |
|
|
2023
Q1 | $6.39K | Hold |
240
| – | – | ﹤0.01% | 301 |
|
|
2022
Q4 | $6.75K | Hold |
240
| – | – | ﹤0.01% | 372 |
|
|
2022
Q3 | $6K | Hold |
240
| – | – | ﹤0.01% | 331 |
|
|
2022
Q2 | $6K | Hold |
240
| – | – | ﹤0.01% | 297 |
|
|
2022
Q1 | $7K | Sell |
240
-500
| -68% | -$14.6K | ﹤0.01% | 393 |
|
|
2021
Q4 | $24K | Buy |
+740
| New | +$24K | 0.01% | 310 |
|