Prime Capital Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
24,686
-291
| -1% | -$12.2K | 0.01% | 463 |
|
|
2025
Q1 | $1.04M | Sell |
24,977
-271
| -1% | -$11.2K | 0.01% | 492 |
|
|
2024
Q4 | $1.05M | Buy |
25,248
+186
| +0.7% | +$7.71K | 0.02% | 417 |
|
|
2024
Q3 | $1.02M | Sell |
25,062
-1,937
| -7% | -$79K | 0.01% | 443 |
|
|
2024
Q2 | $1.01M | Sell |
26,999
-582
| -2% | -$21.7K | 0.01% | 431 |
|
|
2024
Q1 | $1.03M | Buy |
27,581
+12,102
| +78% | +$453K | 0.01% | 463 |
|
|
2023
Q4 | $552K | Buy |
+15,479
| New | +$552K | 0.01% | 556 |
|