Bedel Financial Consulting’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
Q2 | – | Sell |
-101
| Closed | -$8K | – | 867 |
|
|
2022
Q1 | $8K | Hold |
101
| – | – | ﹤0.01% | 713 |
|
|
2021
Q4 | $8K | Hold |
101
| – | – | ﹤0.01% | 720 |
|
|
2021
Q3 | $7K | Buy |
101
+9
| +10% | +$624 | ﹤0.01% | 741 |
|
|
2021
Q2 | $7K | Hold |
92
| – | – | ﹤0.01% | 738 |
|
|
2021
Q1 | $6K | Hold |
92
| – | – | ﹤0.01% | 729 |
|
|
2020
Q4 | $6K | Hold |
92
| – | – | ﹤0.01% | 638 |
|
|
2020
Q3 | $6K | Hold |
92
| – | – | ﹤0.01% | 595 |
|
|
2020
Q2 | $6K | Hold |
92
| – | – | ﹤0.01% | 569 |
|
|
2020
Q1 | $5K | Hold |
92
| – | – | ﹤0.01% | 584 |
|
|
2019
Q4 | $6K | Hold |
92
| – | – | ﹤0.01% | 573 |
|
|
2019
Q3 | $6K | Hold |
92
| – | – | ﹤0.01% | 556 |
|
|
2019
Q2 | $6K | Hold |
92
| – | – | ﹤0.01% | 550 |
|
|
2019
Q1 | $5K | Hold |
92
| – | – | ﹤0.01% | 578 |
|
|
2018
Q4 | $5K | Hold |
92
| – | – | ﹤0.01% | 543 |
|
|
2018
Q3 | $5K | Hold |
92
| – | – | ﹤0.01% | 555 |
|
|
2018
Q2 | $5K | Hold |
92
| – | – | ﹤0.01% | 558 |
|
|
2018
Q1 | $5K | Buy |
+92
| New | +$5K | ﹤0.01% | 549 |
|