Mid Atlantic Financial 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
Q3 | $215K | Sell |
1,680
-5
| -0.3% | -$640 | 0.01% | 799 |
|
|
2021
Q2 | $218K | Buy |
1,685
+6
| +0.4% | +$776 | 0.01% | 805 |
|
|
2021
Q1 | $202K | Buy |
+1,679
| New | +$202K | 0.01% | 769 |
|
|
2020
Q2 | – | Sell |
-8,178
| Closed | -$584K | – | 767 |
|
|
2020
Q1 | $584K | Sell |
8,178
-1,573
| -16% | -$112K | 0.07% | 268 |
|
|
2019
Q4 | $950K | Buy |
+9,751
| New | +$950K | 0.09% | 233 |
|