Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $764K | Sell |
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|
2023
Q3 | $1.44M | Sell |
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|
2023
Q2 | $1.81M | Buy |
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|
2023
Q1 | $1.63M | Buy |
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|
2022
Q4 | $983K | Buy |
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|
2022
Q3 | $706K | Buy |
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|
2022
Q2 | $590K | Buy |
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|
2022
Q1 | $458K | Buy |
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|
2021
Q4 | $250K | Buy |
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|
2021
Q3 | $7K | Hold |
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|
2021
Q2 | $7K | Sell |
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|
2021
Q1 | $47K | Sell |
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|
2020
Q4 | $53K | Buy |
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|
2020
Q3 | $1K | Hold |
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|
2020
Q2 | $1K | Sell |
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|
2020
Q1 | $5K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $8K | Buy |
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|
2018
Q3 | $9K | Sell |
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|
2018
Q2 | $14K | Buy |
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|
2018
Q1 | $13K | Sell |
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|
2017
Q4 | $14K | Buy |
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