Clearview Wealth Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-107
| Closed | -$13.2K | – | 540 |
|
|
2023
Q2 | $13.2K | Buy |
107
+1
| +0.9% | +$123 | 0.01% | 329 |
|
|
2023
Q1 | $12.6K | Hold |
106
| – | – | 0.01% | 330 |
|
|
2022
Q4 | $12.1K | Hold |
106
| – | – | 0.01% | 306 |
|
|
2022
Q3 | $11K | Buy |
106
+1
| +1% | +$104 | 0.01% | 328 |
|
|
2022
Q2 | $12K | Hold |
105
| – | – | 0.01% | 340 |
|
|
2022
Q1 | $14K | Buy |
105
+1
| +1% | +$133 | 0.01% | 343 |
|
|
2021
Q4 | $14K | Sell |
104
-103
| -50% | -$13.9K | 0.01% | 371 |
|
|
2021
Q3 | $26K | Sell |
207
-134
| -39% | -$16.8K | 0.02% | 306 |
|
|
2021
Q2 | $44K | Sell |
341
-895
| -72% | -$115K | 0.03% | 251 |
|
|
2021
Q1 | $149K | Sell |
1,236
-7,572
| -86% | -$913K | 0.1% | 130 |
|
|
2020
Q4 | $979K | Buy |
+8,808
| New | +$979K | 0.66% | 35 |
|