Sugarloaf Wealth Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $9.17K | Buy |
|
|||||
|
2024
Q3 | $8.97K | Sell |
|
|||||
|
2024
Q2 | $8.91K | Buy |
|
|||||
|
2024
Q1 | $8.92K | Buy |
|
|||||
|
2023
Q4 | $8.47K | Buy |
|
|||||
|
2023
Q3 | $7.77K | Hold |
|
|||||
|
2023
Q2 | $8.06K | Buy |
|
|||||
|
2023
Q1 | $8.13K | Sell |
|
|||||
|
2022
Q4 | $25.8K | Buy |
|
|||||
|
2022
Q3 | $24K | Buy |
|
|||||
|
2022
Q2 | $25K | Buy |
|
|||||
|
2022
Q1 | $28K | Hold |
|
|||||
|
2021
Q4 | $29K | Buy |
|
|||||
|
2021
Q3 | $27K | Buy |
|
|||||
|
2021
Q2 | $28K | Sell |
|
|||||
|
2021
Q1 | $38 | Buy |
|
|||||
|
2020
Q4 | $53K | Sell |
|
|||||
|
2020
Q3 | $58K | Sell |
|
|||||
|
2020
Q2 | $66K | Sell |
|
|||||
|
2020
Q1 | $75K | Buy |
|
|||||
|
2019
Q4 | $18K | Buy |
|