Zullo Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-23
| Closed | -$2.62K | – | 604 |
|
|
2022
Q4 | $2.62K | Hold |
23
| – | – | ﹤0.01% | 667 |
|
|
2022
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 708 |
|
|
2022
Q2 | $3K | Hold |
23
| – | – | ﹤0.01% | 693 |
|
|
2022
Q1 | $3K | Hold |
23
| – | – | ﹤0.01% | 719 |
|
|
2021
Q4 | $3K | Buy |
+23
| New | +$3K | ﹤0.01% | 725 |
|