SWM
Selective Wealth Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,095
| Closed | -$203K | – | 111 |
|
|
2024
Q3 | $203K | Buy |
+3,095
| New | +$203K | 0.08% | 104 |
|
|
2023
Q3 | – | Sell |
-4,147
| Closed | -$224K | – | 106 |
|
|
2023
Q2 | $224K | Buy |
+4,147
| New | +$224K | 0.11% | 104 |
|
|
2022
Q4 | $250K | Sell |
4,737
-1,170
| -20% | -$61.8K | 0.13% | 102 |
|
|
2022
Q3 | $264K | Sell |
5,907
-992
| -14% | -$44.3K | 0.11% | 99 |
|
|
2022
Q2 | $323K | Sell |
6,899
-338
| -5% | -$15.8K | 0.12% | 103 |
|
|
2022
Q1 | $395K | Sell |
7,237
-994
| -12% | -$54.3K | 0.14% | 81 |
|
|
2021
Q4 | $471K | Buy |
8,231
+3,144
| +62% | +$180K | 0.19% | 63 |
|
|
2021
Q3 | $273K | Buy |
+5,087
| New | +$273K | 0.14% | 79 |
|