WealthShield Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-112
| Closed | -$6K | – | 1101 |
|
|
2021
Q1 | $6K | Buy |
+112
| New | +$6K | ﹤0.01% | 935 |
|
|
2020
Q4 | – | Sell |
-90
| Closed | -$3K | – | 396 |
|
|
2020
Q3 | $3K | Hold |
90
| – | – | ﹤0.01% | 373 |
|
|
2020
Q2 | $3K | Buy |
90
+40
| +80% | +$1.33K | ﹤0.01% | 315 |
|
|
2020
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 261 |
|