Total Clarity Wealth Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-232
| Closed | -$11K | – | 850 |
|
2022
Q2 | $11K | Buy |
+232
| New | +$11K | 0.01% | 648 |
|
2022
Q1 | – | Sell |
-232
| Closed | -$13K | – | 789 |
|
2021
Q4 | $13K | Hold |
232
| – | – | 0.01% | 643 |
|
2021
Q3 | $12K | Buy |
+232
| New | +$12K | 0.01% | 640 |
|
2021
Q2 | – | Sell |
-232
| Closed | -$12K | – | 648 |
|
2021
Q1 | $12K | Buy |
+232
| New | +$12K | 0.01% | 532 |
|