SXL
Summit X LLC’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-320
| Closed | -$1.41K | – | 398 |
|
|
2020
Q3 | $1.41K | Buy |
+320
| New | +$1.41K | 0.02% | 212 |
|
|
2020
Q2 | – | Sell |
-25,775
| Closed | -$1.82M | – | 223 |
|
|
2020
Q1 | $1.82M | Sell |
25,775
-6,451
| -20% | -$455K | 0.85% | 35 |
|
|
2019
Q4 | $3.15M | Buy |
+32,226
| New | +$3.15M | 1.17% | 15 |
|