RDA Financial Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-24,417
| Closed | -$827K | – | 234 |
|
|
2020
Q4 | $827K | Buy |
24,417
+170
| +0.7% | +$5.76K | 0.37% | 74 |
|
|
2020
Q3 | $708K | Buy |
24,247
+5,568
| +30% | +$163K | 0.32% | 83 |
|
|
2020
Q2 | $542K | Buy |
18,679
+1,575
| +9% | +$45.7K | 0.27% | 95 |
|
|
2020
Q1 | $442K | Buy |
17,104
+2,865
| +20% | +$74K | 0.27% | 92 |
|
|
2019
Q4 | $508K | Buy |
14,239
+7,398
| +108% | +$264K | 0.21% | 117 |
|
|
2019
Q3 | $240K | Buy |
+6,841
| New | +$240K | 0.1% | 201 |
|