Destiny Wealth Partners’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,286	Closed	-$36.2K	–	587
2022 Q4	$36.2K	Sell	1,286 -6,903	-84%	-$194K	0.01%	331
2022 Q3	$210K	Hold	8,189	–	–	0.05%	178
2022 Q2	$219K	Buy	8,189 +2,349	+40%	+$62.8K	0.05%	169
2022 Q1	$179K	Buy	+5,840	New	+$179K	0.03%	169