Bison Wealth’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
Q4 | $728K | Sell |
4,901
-123
| -2% | -$18.3K | 0.16% | 113 |
|
|
2024
Q3 | $748K | Sell |
5,024
-47
| -0.9% | -$6.99K | 0.12% | 173 |
|
|
2024
Q2 | $721K | Hold |
5,071
| – | – | 0.12% | 178 |
|
|
2024
Q1 | $721K | Sell |
5,071
-8
| -0.2% | -$1.14K | 0.12% | 178 |
|
|
2023
Q4 | $670K | Buy |
5,079
+24
| +0.5% | +$3.17K | 0.12% | 188 |
|
|
2023
Q3 | $593K | Sell |
5,055
-120
| -2% | -$14.1K | 0.12% | 189 |
|
|
2023
Q2 | $635K | Buy |
+5,175
| New | +$635K | 0.12% | 179 |
|