Mosaic Family Wealth’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $958K | Buy |
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|
2021
Q3 | $841K | Buy |
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|
2021
Q2 | $678K | Buy |
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|
2021
Q1 | $621K | Sell |
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|
2020
Q4 | $654K | Buy |
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|
2020
Q3 | $497K | Buy |
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|
2020
Q2 | $452K | Sell |
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|
2020
Q1 | $432K | Sell |
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|
2019
Q4 | $615K | Buy |
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|
2019
Q3 | $575K | Buy |
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|
2019
Q2 | $345K | Buy |
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|
2019
Q1 | $125K | Buy |
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