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Concorde Asset Management’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Concorde Asset Management’s Portfolio SIZE Stock Details SIZE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-14,422
Closed -$1.03M – 133
2020
Q1 		$1.03M Sell
14,422
-10,428
-42% -$744K 1.06% 25
2019
Q4 		$2.42M Buy
+24,850
New +$2.42M 1.68% 12