HWA
HHM Wealth Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-18
| Closed | -$1.86K | – | 836 |
|
|
2024
Q2 | $1.86K | Hold |
18
| – | – | ﹤0.01% | 708 |
|
|
2024
Q1 | $1.95K | Hold |
18
| – | – | ﹤0.01% | 688 |
|
|
2023
Q4 | $1.82K | Hold |
18
| – | – | ﹤0.01% | 683 |
|
|
2023
Q3 | $1.63K | Hold |
18
| – | – | ﹤0.01% | 724 |
|
|
2023
Q2 | $1.69K | Hold |
18
| – | – | ﹤0.01% | 734 |
|
|
2023
Q1 | $1.67K | Hold |
18
| – | – | ﹤0.01% | 736 |
|
|
2022
Q4 | $1.64K | Sell |
18
-30
| -63% | -$2.74K | ﹤0.01% | 621 |
|
|
2022
Q3 | $4K | Hold |
48
| – | – | ﹤0.01% | 562 |
|
|
2022
Q2 | $4K | Hold |
48
| – | – | ﹤0.01% | 687 |
|
|
2022
Q1 | $5K | Hold |
48
| – | – | ﹤0.01% | 616 |
|
|
2021
Q4 | $5K | Hold |
48
| – | – | ﹤0.01% | 583 |
|
|
2021
Q3 | $5K | Buy |
+48
| New | +$5K | ﹤0.01% | 552 |
|