FourThought Financial’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
Q1 | – | Sell |
-5,847
| Closed | -$229K | – | 1558 |
|
|
2021
Q4 | $229K | Buy |
5,847
+63
| +1% | +$2.47K | 0.03% | 325 |
|
|
2021
Q3 | $214K | Hold |
5,784
| – | – | 0.03% | 330 |
|
|
2021
Q2 | $220K | Hold |
5,784
| – | – | 0.03% | 334 |
|
|
2021
Q1 | $213K | Buy |
5,784
+24
| +0.4% | +$884 | 0.03% | 344 |
|
|
2020
Q4 | $195K | Buy |
+5,760
| New | +$195K | 0.03% | 345 |
|