Crewe Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-73
| Closed | -$2.53K | – | 990 |
|
|
2023
Q1 | $2.53K | Hold |
73
| – | – | ﹤0.01% | 703 |
|
|
2022
Q4 | $2.53K | Hold |
73
| – | – | ﹤0.01% | 802 |
|
|
2022
Q3 | $2K | Hold |
73
| – | – | ﹤0.01% | 1079 |
|
|
2022
Q2 | $2K | Hold |
73
| – | – | ﹤0.01% | 1009 |
|
|
2022
Q1 | $3K | Buy |
+73
| New | +$3K | ﹤0.01% | 421 |
|