Wealth Advisory Solutions’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,201
| Closed | -$277K | – | 193 |
|
|
2020
Q4 | $277K | Sell |
8,201
-90,003
| -92% | -$3.04M | 0.08% | 130 |
|
|
2020
Q3 | $2.87M | Buy |
98,204
+11,247
| +13% | +$329K | 0.76% | 48 |
|
|
2020
Q2 | $2.52M | Buy |
86,957
+453
| +0.5% | +$13.1K | 0.7% | 47 |
|
|
2020
Q1 | $2.24M | Buy |
86,504
+27,417
| +46% | +$709K | 0.76% | 43 |
|
|
2019
Q4 | $2.1M | Buy |
+59,087
| New | +$2.1M | 0.55% | 58 |
|