Regal Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-70
| Closed | -$8K | – | 209 |
|
|
2021
Q1 | $8K | Hold |
70
| – | – | ﹤0.01% | 188 |
|
|
2020
Q4 | $8K | Hold |
70
| – | – | ﹤0.01% | 166 |
|
|
2020
Q3 | $7K | Hold |
70
| – | – | 0.01% | 159 |
|
|
2020
Q2 | $6K | Hold |
70
| – | – | 0.01% | 157 |
|
|
2020
Q1 | $5K | Hold |
70
| – | – | ﹤0.01% | 147 |
|
|
2019
Q4 | $7K | Hold |
70
| – | – | ﹤0.01% | 162 |
|
|
2019
Q3 | $6K | Hold |
70
| – | – | ﹤0.01% | 144 |
|
|
2019
Q2 | $6K | Hold |
70
| – | – | ﹤0.01% | 137 |
|
|
2019
Q1 | $6K | Buy |
+70
| New | +$6K | ﹤0.01% | 131 |
|
|
2018
Q2 | – | Sell |
-110
| Closed | -$9K | – | 176 |
|
|
2018
Q1 | $9K | Hold |
110
| – | – | 0.01% | 130 |
|
|
2017
Q4 | $9K | Hold |
110
| – | – | 0.01% | 130 |
|
|
2017
Q3 | $9K | Hold |
110
| – | – | 0.01% | 120 |
|
|
2017
Q2 | $9K | Hold |
110
| – | – | 0.01% | 120 |
|
|
2017
Q1 | $8K | Buy |
+110
| New | +$8K | 0.01% | 122 |
|