BerganKDV 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
Q2 | $84.8K | Hold |
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|
2023
Q1 | $83K | Hold |
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|
2022
Q4 | $82.2K | Hold |
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|
2022
Q3 | $75K | Hold |
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|
2022
Q2 | $80K | Hold |
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|
2022
Q1 | $88K | Hold |
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|
2021
Q4 | $92K | Hold |
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|
2021
Q3 | $84K | Hold |
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|
2021
Q2 | $84K | Hold |
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|
2021
Q1 | $79K | Hold |
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|
2020
Q4 | $77K | Hold |
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|
2020
Q3 | $73K | Sell |
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|
2020
Q2 | $325K | Buy |
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|
2020
Q1 | $62K | Hold |
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|
2019
Q4 | $75K | Hold |
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|
2019
Q3 | $73K | Sell |
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|
2019
Q2 | $151K | Buy |
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|
2019
Q1 | $67K | Hold |
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|
2018
Q4 | $60K | Hold |
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|
2018
Q3 | $65K | Buy |
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|
2018
Q2 | $60K | Buy |
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