SPWG
Sage Private Wealth Group’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-269
| Closed | -$9K | – | 159 |
|
|
2022
Q3 | $9K | Hold |
269
| – | – | 0.01% | 151 |
|
|
2022
Q2 | $9K | Hold |
269
| – | – | 0.01% | 144 |
|
|
2022
Q1 | $10K | Hold |
269
| – | – | 0.01% | 146 |
|
|
2021
Q4 | $10K | Hold |
269
| – | – | 0.01% | 142 |
|
|
2021
Q3 | $10K | Hold |
269
| – | – | 0.01% | 145 |
|
|
2021
Q2 | $10K | Hold |
269
| – | – | 0.01% | 139 |
|
|
2021
Q1 | $10K | Hold |
269
| – | – | 0.02% | 141 |
|
|
2020
Q4 | $9K | Buy |
+269
| New | +$9K | 0.03% | 134 |
|