Spire Wealth Management’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-804
| Closed | -$94.4K | – | 2457 |
|
|
2023
Q3 | $94.4K | Buy |
+804
| New | +$94.4K | ﹤0.01% | 972 |
|
|
2022
Q3 | – | Sell |
-206
| Closed | -$23K | – | 2547 |
|
|
2022
Q2 | $23K | Sell |
206
-206
| -50% | -$23K | ﹤0.01% | 1619 |
|
|
2022
Q1 | $54K | Hold |
412
| – | – | ﹤0.01% | 1422 |
|
|
2021
Q4 | $57K | Hold |
412
| – | – | ﹤0.01% | 1656 |
|
|
2021
Q3 | $53K | Hold |
412
| – | – | ﹤0.01% | 1454 |
|
|
2021
Q2 | $53K | Hold |
412
| – | – | ﹤0.01% | 1456 |
|
|
2021
Q1 | $49K | Buy |
+412
| New | +$49K | ﹤0.01% | 1736 |
|