Clear Creek Financial Management’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
Q1 | – | Sell |
-5,177
| Closed | -$202K | – | 374 |
|
|
2021
Q4 | $202K | Sell |
5,177
-82,680
| -94% | -$3.23M | 0.03% | 329 |
|
|
2021
Q3 | $3.26M | Sell |
87,857
-107,525
| -55% | -$3.99M | 0.52% | 54 |
|
|
2021
Q2 | $7.43M | Buy |
195,382
+152,962
| +361% | +$5.82M | 1.15% | 21 |
|
|
2021
Q1 | $1.61M | Sell |
42,420
-219,919
| -84% | -$8.36M | 3.24% | 13 |
|
|
2020
Q4 | $8.89M | Buy |
+262,339
| New | +$8.89M | 1.71% | 12 |
|
|
2020
Q3 | – | Sell |
-118,844
| Closed | -$3.45M | – | 230 |
|
|
2020
Q2 | $3.45M | Sell |
118,844
-56,082
| -32% | -$1.63M | 0.89% | 29 |
|
|
2020
Q1 | $4.69M | Buy |
+174,926
| New | +$4.69M | 1.78% | 15 |
|