DB Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $253K | Sell |
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2023
Q3 | $422K | Sell |
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|
2023
Q2 | $974K | Sell |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $343K | Buy |
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|
2022
Q2 | $218K | Hold |
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|
2022
Q1 | $238K | Buy |
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|
2021
Q4 | $220K | Sell |
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|
2021
Q3 | $215K | Sell |
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|
2021
Q2 | $224K | Hold |
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|
2021
Q1 | $217K | Sell |
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|
2020
Q4 | $237K | Buy |
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