Sound Income Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-116
| Closed | -$4.33K | – | 1492 |
|
|
2024
Q2 | $4.33K | Buy |
+116
| New | +$4.33K | ﹤0.01% | 968 |
|
|
2023
Q4 | – | Sell |
-164
| Closed | -$5.42K | – | 1387 |
|
|
2023
Q3 | $5.42K | Buy |
+164
| New | +$5.42K | ﹤0.01% | 733 |
|
|
2023
Q2 | – | Sell |
-1,592
| Closed | -$55.2K | – | 1161 |
|
|
2023
Q1 | $55.2K | Buy |
+1,592
| New | +$55.2K | 0.01% | 274 |
|