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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$217K Sell
7,424
-549
-7% -$16K 0.07% 214
2020
Q2
$231K Sell
7,973
-591
-7% -$17.1K 0.09% 184
2020
Q1
$221K Buy
8,564
+1,557
+22% +$40.2K 0.1% 170
2019
Q4
$249K Buy
+7,007
New +$249K 0.09% 173