Capital Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-150
| Closed | -$4.59K | – | 994 |
|
|
2024
Q1 | $4.59K | Hold |
150
| – | – | ﹤0.01% | 873 |
|
|
2023
Q4 | $4.62K | Hold |
150
| – | – | ﹤0.01% | 866 |
|
|
2023
Q3 | $3.96K | Hold |
150
| – | – | ﹤0.01% | 838 |
|
|
2023
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 814 |
|
|
2023
Q1 | $3.99K | Buy |
+150
| New | +$3.99K | ﹤0.01% | 806 |
|
|
2022
Q1 | – | Sell |
-150
| Closed | -$5K | – | 885 |
|
|
2021
Q4 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 770 |
|