WealthPLAN Partners’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-2,895	Closed	-$295K	–	342
2020 Q3	$295K	Sell	2,895 -269	-9%	-$27.4K	0.03%	260
2020 Q2	$301K	Buy	+3,164	New	+$301K	0.03%	238