Andesa Financial Management’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
Q1 | $272K | Sell |
3,038
-735
| -19% | -$65.8K | 0.14% | 106 |
|
|
2022
Q4 | $272K | Buy |
3,773
+278
| +8% | +$20K | 0.15% | 123 |
|
|
2022
Q3 | $232K | Sell |
3,495
-9
| -0.3% | -$597 | 0.08% | 137 |
|
|
2022
Q2 | $246K | Sell |
3,504
-111
| -3% | -$7.79K | 0.16% | 119 |
|
|
2022
Q1 | $279K | Buy |
3,615
+534
| +17% | +$41.2K | 0.15% | 120 |
|
|
2021
Q4 | $249K | Buy |
3,081
+112
| +4% | +$9.05K | 0.12% | 136 |
|
|
2021
Q3 | $218K | Buy |
2,969
+200
| +7% | +$14.7K | 0.12% | 134 |
|
|
2021
Q2 | $205K | Buy |
+2,769
| New | +$205K | 0.06% | 148 |
|