Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3
| Closed | – | – | 1109 |
|
|
2024
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1306 |
|
|
2024
Q2 | – | Sell |
-3
| Closed | -$427 | – | 1323 |
|
|
2024
Q1 | $427 | Sell |
3
-13
| -81% | -$1.85K | ﹤0.01% | 1164 |
|
|
2023
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 1016 |
|
|
2023
Q3 | $1.88K | Buy |
+16
| New | +$1.88K | ﹤0.01% | 1081 |
|
|
2023
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1179 |
|
|
2022
Q4 | – | Sell |
-12
| Closed | -$1K | – | 990 |
|
|
2022
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1049 |
|