Liberty Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-261
| Closed | -$33K | – | 945 |
|
|
2021
Q3 | $33K | Buy |
261
+1
| +0.4% | +$126 | 0.01% | 515 |
|
|
2021
Q2 | $34K | Sell |
260
-75
| -22% | -$9.81K | 0.01% | 399 |
|
|
2021
Q1 | $37K | Hold |
335
| – | – | 0.02% | 343 |
|
|
2020
Q4 | $37K | Buy |
335
+1
| +0.3% | +$110 | 0.02% | 340 |
|
|
2020
Q3 | $31K | Buy |
334
+246
| +280% | +$22.8K | 0.02% | 324 |
|
|
2020
Q2 | $8K | Sell |
88
-11,610
| -99% | -$1.06M | 0.01% | 531 |
|
|
2020
Q1 | $839K | Buy |
11,698
+6,135
| +110% | +$440K | 0.73% | 26 |
|
|
2019
Q4 | $542K | Buy |
+5,563
| New | +$542K | 0.43% | 42 |
|