Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $57.8K | Buy |
508
+159
| +46% | +$18.1K | 0.01% | 481 |
|
|
2022
Q3 | $36K | Sell |
349
-76
| -18% | -$7.84K | 0.01% | 450 |
|
|
2022
Q2 | $46.8K | Sell |
425
-39
| -8% | -$4.29K | 0.02% | 429 |
|
|
2022
Q1 | $60K | Buy |
+464
| New | +$60K | 0.02% | 449 |
|
|
2021
Q3 | $147K | Sell |
1,151
-730
| -39% | -$93.2K | 0.05% | 268 |
|
|
2021
Q2 | $243K | Sell |
1,881
-1,881
| -50% | -$243K | 0.09% | 196 |
|
|
2021
Q1 | $452K | Buy |
+3,762
| New | +$452K | 0.25% | 76 |
|