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PDS Planning’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

PDS Planning’s Portfolio SMMV Stock Details SMMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6,640
Closed -$236K – 110
2019
Q4 		$236K Hold
6,640
– – 0.15% 85
2019
Q3 		$228K Hold
6,640
– – 0.16% 82
2019
Q2 		$221K Hold
6,640
– – 0.16% 76
2019
Q1 		$214K Buy
+6,640
New +$214K 0.17% 75