TAM
Tucker Asset Management’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-230
| Closed | -$31.6K | – | 609 |
|
|
2021
Q4 | $31.6K | Hold |
230
| – | – | 0.01% | 119 |
|
|
2021
Q3 | $31.1K | Hold |
230
| – | – | 0.01% | 109 |
|
|
2021
Q2 | $29.8K | Sell |
230
-470
| -67% | -$60.8K | 0.01% | 102 |
|
|
2021
Q1 | $84.1K | Sell |
700
-340
| -33% | -$40.8K | 0.04% | 51 |
|
|
2020
Q4 | $116K | Buy |
+1,040
| New | +$116K | 0.07% | 32 |
|