Sanford Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.18M | Buy |
34,244
+10,386
| +44% | +$359K | 0.28% | 50 |
|
|
2022
Q3 | $761K | Sell |
23,858
-336
| -1% | -$10.7K | 0.22% | 55 |
|
|
2022
Q2 | $824K | Sell |
24,194
-311
| -1% | -$10.6K | 0.23% | 49 |
|
|
2022
Q1 | $911K | Sell |
24,505
-6,290
| -20% | -$234K | 0.25% | 41 |
|
|
2021
Q4 | $1.2M | Sell |
30,795
-3,936
| -11% | -$154K | 0.27% | 38 |
|
|
2021
Q3 | $1.29M | Sell |
34,731
-11,973
| -26% | -$444K | 0.32% | 33 |
|
|
2021
Q2 | $1.78M | Buy |
46,704
+951
| +2% | +$36.2K | 0.46% | 24 |
|
|
2021
Q1 | $1.69M | Sell |
45,753
-27,852
| -38% | -$1.03M | 0.47% | 23 |
|
|
2020
Q4 | $2.49M | Buy |
+73,605
| New | +$2.49M | 0.8% | 14 |
|