AA
Apriem 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,000
| Closed | -$53K | – | 366 |
|
|
2018
Q2 | $53K | Buy |
+1,000
| New | +$53K | 0.01% | 242 |
|
|
2017
Q2 | – | Sell |
-1,906
| Closed | -$91K | – | 526 |
|
|
2017
Q1 | $91K | Buy |
1,906
+1,586
| +496% | +$75.7K | 0.02% | 182 |
|
|
2016
Q4 | $14K | Buy |
+320
| New | +$14K | ﹤0.01% | 410 |
|