Beacon Capital Management Inc (Ohio)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-18
| Closed | -$1.3K | – | 124 |
|
|
2022
Q4 | $1.3K | Buy |
+18
| New | +$1.3K | ﹤0.01% | 81 |
|
|
2022
Q2 | – | Sell |
-273
| Closed | -$21K | – | 115 |
|
|
2022
Q1 | $21K | Buy |
+273
| New | +$21K | ﹤0.01% | 55 |
|
|
2018
Q3 | – | Sell |
-2,331
| Closed | -$124K | – | 91 |
|
|
2018
Q2 | $124K | Buy |
+2,331
| New | +$124K | 0.01% | 29 |
|