Lucia Wealth Services’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Lucia Wealth Services’s Portfolio SMLF Stock Details SMLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell
2020 Q1	$2.43M	Sell
2019 Q4	$7.96M	Sell
2019 Q3	$9.05M	Sell
2019 Q2	$10.1M	Buy
2019 Q1	$8.45M	Buy
2018 Q4	$6.32M	Sell
2018 Q3	$10.3M	Buy