FDx Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-17,786
| Closed | -$1.05M | – | 594 |
|
2023
Q4 | $1.05M | Buy |
+17,786
| New | +$1.05M | 0.08% | 241 |
|
2018
Q2 | – | Sell |
-7,264
| Closed | -$284K | – | 1068 |
|
2018
Q1 | $284K | Hold |
7,264
| – | – | 0.01% | 989 |
|
2017
Q4 | $287K | Buy |
7,264
+141
| +2% | +$5.57K | 0.01% | 1060 |
|
2017
Q3 | $271K | Hold |
7,123
| – | – | 0.01% | 1084 |
|
2017
Q2 | $258K | Buy |
+7,123
| New | +$258K | 0.01% | 1041 |
|