PAS
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Partnervest Advisory Services’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Partnervest Advisory Services’s Portfolio SMMV Stock Details SMMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$217K Sell
7,424
-549
-7% -$16.4K 0.07% 214
2020
Q2 		$231K Sell
7,973
-591
-7% -$16.5K 0.09% 184
2020
Q1 		$221K Buy
8,564
+1,557
+22% +$51K 0.1% 170
2019
Q4 		$249K Buy
+7,007
New +$244K 0.09% 173

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