Huber Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $238K | Sell |
9,012
-2,784
| -24% | -$73.5K | 0.09% | 101 |
|
|
2019
Q4 | $407K | Sell |
11,796
-3,602
| -23% | -$124K | 0.14% | 83 |
|
|
2019
Q3 | $492K | Sell |
15,398
-1,784
| -10% | -$57K | 0.19% | 64 |
|
|
2019
Q2 | $546K | Sell |
17,182
-654
| -4% | -$20.8K | 0.24% | 55 |
|
|
2019
Q1 | $553K | Buy |
17,836
+229
| +1% | +$7.1K | 0.27% | 57 |
|
|
2018
Q4 | $491K | Buy |
17,607
+77
| +0.4% | +$2.15K | 0.27% | 50 |
|
|
2018
Q3 | $589K | Buy |
17,530
+1,093
| +7% | +$36.7K | 0.45% | 39 |
|
|
2018
Q2 | $525K | Buy |
16,437
+594
| +4% | +$19K | 0.48% | 39 |
|
|
2018
Q1 | $499K | Buy |
15,843
+5,337
| +51% | +$168K | 0.49% | 39 |
|
|
2017
Q4 | $334K | Buy |
+10,506
| New | +$334K | 0.37% | 52 |
|