Focused Wealth Management’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
2022
Q4
Sell
-39
Closed -$1K 1107
2022
Q3
$1K Hold
39
﹤0.01% 856
2022
Q2
$1K Hold
39
﹤0.01% 828
2022
Q1
$1K Hold
39
﹤0.01% 881
2021
Q4
$2K Buy
+39
New +$2K ﹤0.01% 791