Stifel Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,891
| Closed | -$418K | – | 2938 |
|
|
2020
Q1 | $418K | Buy |
5,891
+2,500
| +74% | +$177K | ﹤0.01% | 1979 |
|
|
2019
Q4 | $329K | Buy |
+3,391
| New | +$329K | ﹤0.01% | 2492 |
|
|
2019
Q3 | – | Sell |
-9,703
| Closed | -$881K | – | 2967 |
|
|
2019
Q2 | $881K | Hold |
9,703
| – | – | ﹤0.01% | 1879 |
|
|
2019
Q1 | $852K | Buy |
+9,703
| New | +$852K | ﹤0.01% | 1753 |
|