Proficio Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$91K | – | 1289 |
|
|
2019
Q2 | $91K | Hold |
1,000
| – | – | 0.03% | 224 |
|
|
2019
Q1 | $88K | Hold |
1,000
| – | – | 0.03% | 218 |
|
|
2018
Q4 | $77K | Hold |
1,000
| – | – | 0.03% | 209 |
|
|
2018
Q3 | $88K | Hold |
1,000
| – | – | 0.03% | 219 |
|
|
2018
Q2 | $84K | Hold |
1,000
| – | – | 0.03% | 232 |
|
|
2018
Q1 | $83K | Hold |
1,000
| – | – | 0.02% | 244 |
|
|
2017
Q4 | $84K | Hold |
1,000
| – | – | 0.03% | 242 |
|
|
2017
Q3 | $79K | Hold |
1,000
| – | – | 0.03% | 286 |
|
|
2017
Q2 | $79K | Hold |
1,000
| – | – | 0.03% | 290 |
|
|
2017
Q1 | $77K | Hold |
1,000
| – | – | 0.03% | 287 |
|
|
2016
Q4 | $72K | Hold |
1,000
| – | – | 0.03% | 210 |
|
|
2016
Q3 | $70K | Hold |
1,000
| – | – | 0.04% | 211 |
|
|
2016
Q2 | $70K | Hold |
1,000
| – | – | 0.04% | 209 |
|
|
2016
Q1 | $66K | Buy |
+1,000
| New | +$66K | 0.06% | 171 |
|