PAS
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Partnervest Advisory Services’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Partnervest Advisory 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
2019
Q3 		– Sell
-5,136
Closed -$207K – 281
2019
Q2 		$207K Sell
5,136
-660
-11% -$26.6K 0.08% 203
2019
Q1 		$232K Sell
5,796
-231
-4% -$9.16K 0.1% 191
2018
Q4 		$216K Sell
6,027
-1,300
-18% -$51.1K 0.1% 182
2018
Q3 		$318K Buy
+7,327
New +$320K 0.13% 159

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