ATFA
All Terrain Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-11,250
| Closed | -$764K | – | 92 |
|
|
2020
Q4 | $764K | Buy |
+11,250
| New | +$764K | 0.3% | 40 |
|
|
2018
Q3 | – | Sell |
-10,308
| Closed | -$548K | – | 162 |
|
|
2018
Q2 | $548K | Sell |
10,308
-13,250
| -56% | -$704K | 0.25% | 66 |
|
|
2018
Q1 | $1.22M | Hold |
23,558
| – | – | 0.56% | 36 |
|
|
2017
Q4 | $1.24M | Buy |
+23,558
| New | +$1.24M | 0.57% | 38 |
|