BMS Financial Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$2.81M Buy
2022
Q3
Sell
2022
Q2
$2.87M Buy
2022
Q1
$1.37M Sell
2021
Q4
$2.87M Buy