Atwood & Palmer’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-175
| Closed | -$14K | – | 467 |
|
|
2021
Q4 | $14K | Hold |
175
| – | – | ﹤0.01% | 351 |
|
|
2021
Q3 | $13K | Sell |
175
-26
| -13% | -$1.93K | ﹤0.01% | 341 |
|
|
2021
Q2 | $15K | Hold |
201
| – | – | ﹤0.01% | 310 |
|
|
2021
Q1 | $14K | Sell |
201
-4
| -2% | -$279 | ﹤0.01% | 324 |
|
|
2020
Q4 | $14K | Buy |
+205
| New | +$14K | ﹤0.01% | 304 |
|
|
2020
Q1 | – | Sell |
-4,830
| Closed | -$317K | – | 327 |
|
|
2019
Q4 | $317K | Hold |
4,830
| – | – | 0.04% | 103 |
|
|
2019
Q3 | $310K | Buy |
+4,830
| New | +$310K | 0.04% | 102 |
|