Retirement Group’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $30.5K | Hold |
|
|||||
|
2023
Q4 | $28.2K | Buy |
|
|||||
|
2023
Q3 | $24.9K | Hold |
|
|||||
|
2023
Q2 | $26K | Buy |
|
|||||
|
2023
Q1 | $25K | Buy |
|
|||||
|
2022
Q4 | $24K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $56K | Buy |
|
|||||
|
2022
Q1 | $66K | Buy |
|
|||||
|
2021
Q4 | $70K | Buy |
|
|||||
|
2021
Q3 | $65K | Hold |
|
|||||
|
2021
Q2 | $65K | Buy |
|
|||||
|
2021
Q1 | $61K | Hold |
|
|||||
|
2020
Q4 | $56K | Hold |
|
|||||
|
2020
Q3 | $47K | Sell |
|
|||||
|
2020
Q2 | $53K | Buy |
|
|||||
|
2019
Q4 | $59K | Buy |
|