Annapolis Financial Services’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 | $26.5K | Hold |
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|
2024
Q2 | $24.3K | Hold |
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|
2024
Q1 | $24.2K | Sell |
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|
2023
Q4 | $95.3K | Sell |
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|
2023
Q3 | $93.4K | Hold |
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|
2023
Q2 | $95.9K | Buy |
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|
2023
Q1 | $72.7K | Hold |
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|
2022
Q4 | $72.1K | Hold |
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|
2022
Q3 | $66K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $42K | Hold |
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|
2020
Q4 | $41K | Buy |
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