9258 Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.39M | Sell |
|
|||||
|
2024
Q2 | $1.28M | Sell |
|
|||||
|
2024
Q1 | $1.3M | Hold |
|
|||||
|
2023
Q4 | $1.21M | Sell |
|
|||||
|
2023
Q3 | $1.46M | Sell |
|
|||||
|
2023
Q2 | $1.69M | Sell |
|
|||||
|
2023
Q1 | $1.86M | Hold |
|
|||||
|
2022
Q4 | $1.84M | Sell |
|
|||||
|
2022
Q3 | $1.78M | Sell |
|
|||||
|
2022
Q2 | $2.06M | Sell |
|
|||||
|
2022
Q1 | $2.32M | Sell |
|
|||||
|
2021
Q4 | $2.78M | Sell |
|
|||||
|
2021
Q3 | $2.73M | Sell |
|
|||||
|
2021
Q2 | $2.78M | Sell |
|
|||||
|
2021
Q1 | $3.78M | Sell |
|
|||||
|
2020
Q4 | $4.66M | Sell |
|
|||||
|
2020
Q3 | $4.29M | Sell |
|
|||||
|
2020
Q2 | $4.44M | Buy |
|
|||||
|
2020
Q1 | $4.09M | Sell |
|
|||||
|
2019
Q4 | $4.63M | Buy |
|
|||||
|
2019
Q3 | $2.41M | Buy |
|
|||||
|
2019
Q2 | $2.21M | Buy |
|
|||||
|
2019
Q1 | $1.86M | Buy |
|
|||||
|
2018
Q4 | $588K | Buy |
|