Strategic Wealth Management Group’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $979K | Buy |
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|
2021
Q1 | $821K | Hold |
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|
2020
Q4 | $716K | Sell |
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|
2020
Q3 | $892K | Sell |
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|
2020
Q2 | $977K | Sell |
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|
2020
Q1 | $920K | Sell |
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|
2019
Q4 | $1.48M | Sell |
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|
2019
Q3 | $1.4M | Buy |
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|
2019
Q2 | $1.39M | Sell |
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|
2019
Q1 | $1.48M | Sell |
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|
2018
Q4 | $1.41M | Buy |
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