CFM Wealth 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
2020
Q3
Sell
-3,711
Closed -$268K 439
2020
Q2
$268K Sell
3,711
-670
-15% -$48.4K 0.1% 121
2020
Q1
$276K Sell
4,381
-757
-15% -$47.7K 0.13% 108
2019
Q4
$464K Buy
+5,138
New +$464K 0.17% 93