AIA
Avalon Investment & Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-20,115
| Closed | -$1.09M | – | 341 |
|
|
2020
Q1 | $1.09M | Hold |
20,115
| – | – | 0.03% | 214 |
|
|
2019
Q4 | $1.32M | Hold |
20,115
| – | – | 0.03% | 225 |
|
|
2019
Q3 | $1.29M | Hold |
20,115
| – | – | 0.03% | 229 |
|
|
2019
Q2 | $1.24M | Hold |
20,115
| – | – | 0.03% | 235 |
|
|
2019
Q1 | $1.18M | Buy |
+20,115
| New | +$1.18M | 0.03% | 242 |
|