Cedar Brook Financial Partners’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,737
| Closed | -$249K | – | 409 |
|
|
2022
Q4 | $249K | Buy |
+2,737
| New | +$249K | 0.07% | 296 |
|
|
2022
Q1 | – | Sell |
-2,675
| Closed | -$293K | – | 398 |
|
|
2021
Q4 | $293K | Buy |
+2,675
| New | +$293K | 0.08% | 285 |
|
|
2020
Q1 | – | Sell |
-2,262
| Closed | -$203K | – | 301 |
|
|
2019
Q4 | $203K | Buy |
+2,262
| New | +$203K | 0.09% | 276 |
|