Courier Capital’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $240K | Sell |
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|
2023
Q4 | $224K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $209K | Hold |
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|
2023
Q1 | $200K | Sell |
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|
2022
Q4 | $248K | Hold |
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|
2022
Q3 | $228K | Hold |
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|
2022
Q2 | $240K | Sell |
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|
2022
Q1 | $306K | Hold |
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|
2021
Q4 | $322K | Hold |
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|
2021
Q3 | $299K | Hold |
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|
2021
Q2 | $303K | Sell |
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|
2021
Q1 | $372K | Hold |
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|
2020
Q4 | $344K | Sell |
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|
2020
Q3 | $319K | Sell |
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|
2020
Q2 | $283K | Sell |
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|
2020
Q1 | $299K | Hold |
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|
2019
Q4 | $389K | Sell |
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|
2019
Q3 | $378K | Sell |
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|
2019
Q2 | $394K | Sell |
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|
2019
Q1 | $399K | Hold |
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|
2018
Q4 | $348K | Sell |
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|
2018
Q3 | $433K | Sell |
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|
2018
Q2 | $457K | Sell |
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|
2018
Q1 | $463K | Sell |
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|
2017
Q4 | $491K | Sell |
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|
2017
Q3 | $472K | Sell |
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|
2017
Q2 | $488K | Sell |
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|
2017
Q1 | $494K | Sell |
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|
2016
Q4 | $491K | Hold |
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|
2016
Q3 | $477K | Buy |
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|
2016
Q2 | $457K | Sell |
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|
2016
Q1 | $295K | Buy |
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|
2015
Q4 | $290K | Buy |
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