Allie Family Office’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,126
| Closed | -$444K | – | 76 |
|
|
2023
Q3 | $444K | Hold |
6,126
| – | – | 0.36% | 41 |
|
|
2023
Q2 | $455K | Hold |
6,126
| – | – | 0.33% | 44 |
|
|
2023
Q1 | $446K | Hold |
6,126
| – | – | 0.33% | 47 |
|
|
2022
Q4 | $442K | Hold |
6,126
| – | – | 0.36% | 47 |
|
|
2022
Q3 | $405K | Hold |
6,126
| – | – | 0.35% | 47 |
|
|
2022
Q2 | $430K | Hold |
6,126
| – | – | 0.35% | 45 |
|
|
2022
Q1 | $475K | Hold |
6,126
| – | – | 0.36% | 44 |
|
|
2021
Q4 | $496K | Buy |
+6,126
| New | +$496K | 0.39% | 49 |
|