San Francisco Sentry Investment Group’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $49K | Buy |
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|
2021
Q1 | $22K | Hold |
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|
2020
Q4 | $18K | Hold |
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|
2020
Q3 | $15K | Hold |
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|
2020
Q2 | $15K | Hold |
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|
2020
Q1 | $13K | Hold |
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|
2019
Q4 | $19K | Sell |
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|
2019
Q3 | $21K | Hold |
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|
2019
Q2 | $21K | Hold |
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|
2019
Q1 | $21K | Sell |
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|
2018
Q4 | $44K | Hold |
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|
2018
Q3 | $54K | Hold |
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|
2018
Q2 | $50K | Hold |
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|
2018
Q1 | $50K | Hold |
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|
2017
Q4 | $51K | Hold |
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|
2017
Q3 | $47K | Hold |
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|
2017
Q2 | $45K | Buy |
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