Professional Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-83
| Closed | -$9K | – | 382 |
|
2022
Q3 | $9K | Buy |
83
+1
| +1% | +$108 | 0.01% | 303 |
|
2022
Q2 | $9K | Hold |
82
| – | – | 0.01% | 309 |
|
2022
Q1 | $11K | Sell |
82
-88
| -52% | -$11.8K | ﹤0.01% | 302 |
|
2021
Q4 | $23K | Buy |
170
+1
| +0.6% | +$135 | 0.01% | 238 |
|
2021
Q3 | $22K | Buy |
169
+1
| +0.6% | +$130 | 0.01% | 205 |
|
2021
Q2 | $22K | Sell |
168
-57
| -25% | -$7.46K | 0.01% | 210 |
|
2021
Q1 | $27K | Sell |
225
-35
| -13% | -$4.2K | 0.02% | 173 |
|
2020
Q4 | $29K | Buy |
260
+1
| +0.4% | +$112 | 0.02% | 159 |
|
2020
Q3 | $24K | Buy |
+259
| New | +$24K | 0.02% | 153 |
|