Strategic Wealth Partners’s iShares US Equity Factor ETF LRGF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-1,779
| Closed | -$56K | – | 788 |
|
2019
Q1 | $56K | Hold |
1,779
| – | – | 0.03% | 227 |
|
2018
Q4 | $52K | Hold |
1,779
| – | – | 0.03% | 223 |
|
2018
Q3 | $60K | Hold |
1,779
| – | – | 0.03% | 216 |
|
2018
Q2 | $57K | Hold |
1,779
| – | – | 0.03% | 241 |
|
2018
Q1 | $56K | Hold |
1,779
| – | – | 0.03% | 236 |
|
2017
Q4 | $56K | Buy |
+1,779
| New | +$56K | 0.03% | 212 |
|