Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $290K | Buy |
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|
2022
Q1 | $248K | Buy |
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|
2021
Q4 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $467K | Buy |
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|
2019
Q3 | $428K | Sell |
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|
2019
Q2 | $429K | Sell |
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|
2019
Q1 | $411K | Sell |
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|
2018
Q4 | $428K | Buy |
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|
2018
Q3 | $398K | Sell |
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|
2018
Q2 | $721K | Buy |
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|
2018
Q1 | $496K | Hold |
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|
2017
Q4 | $503K | Buy |
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