WealthSource Partners’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $292K | Hold |
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|
2023
Q3 | $260K | Hold |
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|
2023
Q2 | $271K | Hold |
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|
2023
Q1 | $261K | Sell |
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|
2022
Q4 | $253K | Sell |
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|
2022
Q3 | $240K | Hold |
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|
2022
Q2 | $254K | Hold |
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|
2022
Q1 | $301K | Sell |
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|
2021
Q4 | $334K | Hold |
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|
2021
Q3 | $311K | Sell |
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|
2021
Q2 | $369K | Sell |
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|
2021
Q1 | $358K | Sell |
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|
2020
Q4 | $361K | Sell |
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|
2020
Q3 | $311K | Buy |
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|
2020
Q2 | $290K | Sell |
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|
2020
Q1 | $6.77M | Sell |
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|
2019
Q4 | $13.2M | Buy |
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