Patriot Financial Group Insurance Agency’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 | – | Sell |
-84
| Closed | -$11K | – | 2239 |
|
|
2021
Q2 | $11K | Sell |
84
-1,145
| -93% | -$150K | ﹤0.01% | 1422 |
|
|
2021
Q1 | $148K | Sell |
1,229
-3,683
| -75% | -$444K | 0.03% | 459 |
|
|
2020
Q4 | $546K | Sell |
4,912
-4,616
| -48% | -$513K | 0.14% | 165 |
|
|
2020
Q3 | $893K | Buy |
9,528
+3,880
| +69% | +$364K | 0.29% | 73 |
|
|
2020
Q2 | $495K | Buy |
5,648
+3,177
| +129% | +$278K | 0.19% | 120 |
|
|
2020
Q1 | $176K | Buy |
2,471
+979
| +66% | +$69.7K | 0.08% | 229 |
|
|
2019
Q4 | $145K | Buy |
+1,492
| New | +$145K | 0.05% | 269 |
|