Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.96M | Sell |
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|
2023
Q4 | $1.96M | Sell |
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|
2023
Q3 | $1.88M | Buy |
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|
2023
Q2 | $1.92M | Sell |
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|
2023
Q1 | $1.96M | Buy |
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|
2022
Q4 | $1.88M | Sell |
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|
2022
Q3 | $1.78M | Buy |
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|
2022
Q2 | $1.87M | Buy |
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|
2022
Q1 | $2.06M | Buy |
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|
2021
Q4 | $2.02M | Buy |
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|
2021
Q3 | $1.82M | Sell |
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|
2021
Q2 | $1.86M | Sell |
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|
2021
Q1 | $1.79M | Buy |
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|
2020
Q4 | $1.68M | Buy |
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|
2020
Q3 | $1.57M | Buy |
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|
2020
Q2 | $1.45M | Sell |
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|
2020
Q1 | $1.31M | Buy |
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|
2019
Q4 | $1.54M | Buy |
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