Guardian Financial Partners’s iShares US Equity Factor ETF LRGF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,807
| Closed | -$338K | – | 45 |
|
|
2023
Q3 | $338K | Hold |
7,807
| – | – | 0.32% | 35 |
|
|
2023
Q2 | $348K | Hold |
7,807
| – | – | 1.01% | 14 |
|
|
2023
Q1 | $324K | Hold |
7,807
| – | – | 0.33% | 34 |
|
|
2022
Q4 | $305K | Hold |
7,807
| – | – | 0.32% | 32 |
|
|
2022
Q3 | $283K | Hold |
7,807
| – | – | 0.33% | 28 |
|
|
2022
Q2 | $296K | Hold |
7,807
| – | – | 0.33% | 28 |
|
|
2022
Q1 | $336K | Hold |
7,807
| – | – | 0.35% | 30 |
|
|
2021
Q4 | $363K | Buy |
+7,807
| New | +$363K | 0.35% | 28 |
|