Sowell Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-413
| Closed | -$16K | – | 2381 |
|
|
2021
Q1 | $16K | Buy |
413
+220
| +114% | +$8.52K | ﹤0.01% | 2139 |
|
|
2020
Q4 | $7K | Hold |
193
| – | – | ﹤0.01% | 2176 |
|
|
2020
Q3 | $6K | Sell |
193
-1,231
| -86% | -$38.3K | ﹤0.01% | 1962 |
|
|
2020
Q2 | $41K | Sell |
1,424
-594
| -29% | -$17.1K | ﹤0.01% | 1224 |
|
|
2020
Q1 | $52K | Sell |
2,018
-10,177
| -83% | -$262K | ﹤0.01% | 1047 |
|
|
2019
Q4 | $433K | Buy |
12,195
+5,234
| +75% | +$186K | 0.03% | 490 |
|
|
2019
Q3 | $239K | Buy |
+6,961
| New | +$239K | 0.02% | 589 |
|