Consolidated Planning Corp’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
2024 Q3	–	Sell	-26,329	Closed	-$982K	–	218
2024 Q2	$982K	Sell	26,329 -746	-3%	-$27.8K	0.16%	90
2024 Q1	$1.01M	Sell	27,075 -253	-0.9%	-$9.48K	0.17%	88
2023 Q4	$975K	Buy	+27,328	New	+$975K	0.18%	86