Bison Wealth’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-375
| Closed | -$13K | – | 338 |
|
|
2022
Q2 | $13K | Hold |
375
| – | – | 0.01% | 276 |
|
|
2022
Q1 | $14K | Hold |
375
| – | – | 0.01% | 311 |
|
|
2021
Q4 | $15K | Hold |
375
| – | – | 0.01% | 291 |
|
|
2021
Q3 | $14K | Hold |
375
| – | – | 0.01% | 384 |
|
|
2021
Q2 | $14K | Buy |
+375
| New | +$14K | 0.01% | 389 |
|