Bell Rock Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-50
| Closed | -$3K | – | 288 |
|
|
2019
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 342 |
|
|
2019
Q3 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 324 |
|
|
2019
Q2 | – | Sell |
-57
| Closed | -$3K | – | 458 |
|
|
2019
Q1 | $3K | Hold |
57
| – | – | ﹤0.01% | 371 |
|
|
2018
Q4 | $2K | Hold |
57
| – | – | ﹤0.01% | 396 |
|
|
2018
Q3 | $3K | Hold |
57
| – | – | ﹤0.01% | 395 |
|
|
2018
Q2 | $3K | Buy |
57
+30
| +111% | +$1.58K | ﹤0.01% | 412 |
|
|
2018
Q1 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 436 |
|