PSI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-102
| Closed | -$3K | – | 829 |
|
|
2022
Q2 | $3K | Hold |
102
| – | – | ﹤0.01% | 636 |
|
|
2022
Q1 | $4K | Sell |
102
-18
| -15% | -$706 | ﹤0.01% | 576 |
|
|
2021
Q4 | $5K | Hold |
120
| – | – | ﹤0.01% | 597 |
|
|
2021
Q3 | $4K | Buy |
+120
| New | +$4K | ﹤0.01% | 612 |
|
|
2020
Q1 | – | Sell |
-11,109
| Closed | -$394K | – | 513 |
|
|
2019
Q4 | $394K | Buy |
+11,109
| New | +$394K | 0.25% | 82 |
|