Leicht Financial Planning & Wealth Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-20,075
Closed -$712K 68
2019
Q4
$712K Sell
20,075
-8,060
-29% -$286K 0.65% 38
2019
Q3
$966K Buy
28,135
+5,224
+23% +$179K 0.92% 31
2019
Q2
$764K Buy
22,911
+7,104
+45% +$237K 0.75% 30
2019
Q1
$510K Buy
+15,807
New +$510K 0.53% 40