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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$982K Sell
2024
Q1
$1.01M Sell
2023
Q4
$975K Buy