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Curtis Advisory Group’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Curtis Advisory Group’s Portfolio SMMV Stock Details SMMV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-24,871
Closed -$861K – 96
2022
Q4 		$861K Sell
24,871
-15,494
-38% -$536K 0.34% 36
2022
Q3 		$1.29M Sell
40,365
-2,747
-6% -$87.7K 0.53% 26
2022
Q2 		$1.47M Buy
+43,112
New +$1.47M 0.58% 24