HawsGoodwin Investment Management’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $833K | Hold |
6,068
| – | – | 0.24% | 76 |
|
|
2021
Q3 | $775K | Hold |
6,068
| – | – | 0.24% | 76 |
|
|
2021
Q2 | $785K | Sell |
6,068
-1,014
| -14% | -$131K | 0.24% | 76 |
|
|
2021
Q1 | $850K | Sell |
7,082
-8
| -0.1% | -$960 | 0.27% | 74 |
|
|
2020
Q4 | $788K | Hold |
7,090
| – | – | 0.25% | 69 |
|
|
2020
Q3 | $665K | Sell |
7,090
-8
| -0.1% | -$750 | 0.24% | 66 |
|
|
2020
Q2 | $622K | Sell |
7,098
-13,825
| -66% | -$1.21M | 0.24% | 68 |
|
|
2020
Q1 | $1.49M | Buy |
+20,923
| New | +$1.49M | 0.75% | 36 |
|