CPC
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Consolidated Planning Corp’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Consolidated Planning Corp’s Portfolio SMMV Stock Details SMMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-26,329
Closed -$982K – 218
2024
Q2 		$982K Sell
26,329
-746
-3% -$27.5K 0.16% 90
2024
Q1 		$1.01M Sell
27,075
-253
-0.9% -$9.12K 0.17% 88
2023
Q4 		$975K Buy
+27,328
New +$925K 0.18% 86

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