Tyler-Stone Wealth Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-29
| Closed | -$1.08K | – | 799 |
|
|
2024
Q2 | $1.08K | Hold |
29
| – | – | ﹤0.01% | 863 |
|
|
2024
Q1 | $1.09K | Hold |
29
| – | – | ﹤0.01% | 844 |
|
|
2023
Q4 | $1.04K | Hold |
29
| – | – | ﹤0.01% | 824 |
|
|
2023
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 849 |
|
|
2023
Q2 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 833 |
|
|
2022
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 801 |
|
|
2022
Q3 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 810 |
|