Pinnacle Financial Partners’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,105
| Closed | -$282K | – | 537 |
|
|
2023
Q3 | $282K | Hold |
3,105
| – | – | 0.01% | 346 |
|
|
2023
Q2 | $291K | Hold |
3,105
| – | – | 0.01% | 341 |
|
|
2023
Q1 | $287K | Buy |
+3,105
| New | +$287K | 0.01% | 342 |
|
|
2022
Q1 | – | Sell |
-1,851
| Closed | -$203K | – | 482 |
|
|
2021
Q4 | $203K | Buy |
+1,851
| New | +$203K | 0.01% | 383 |
|