PWMAG
Pinnacle Wealth Management Advisory Group’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,495
| Closed | -$200K | – | 282 |
|
|
2021
Q4 | $200K | Buy |
+3,495
| New | +$200K | 0.03% | 258 |
|
|
2020
Q2 | – | Sell |
-6,910
| Closed | -$206K | – | 184 |
|
|
2020
Q1 | $206K | Sell |
6,910
-11,775
| -63% | -$351K | 0.1% | 146 |
|
|
2019
Q4 | $802K | Buy |
+18,685
| New | +$802K | 0.3% | 90 |
|