BMD
Better Money Decisions’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,497
| Closed | -$105K | – | 413 |
|
2022
Q2 | $105K | Buy |
+1,497
| New | +$105K | 0.09% | 94 |
|
2021
Q4 | – | Sell |
-3,333
| Closed | -$245K | – | 541 |
|
2021
Q3 | $245K | Sell |
3,333
-2
| -0.1% | -$147 | 0.2% | 63 |
|
2021
Q2 | $245K | Buy |
3,335
+10
| +0.3% | +$735 | 0.22% | 61 |
|
2021
Q1 | $230K | Buy |
+3,325
| New | +$230K | 0.24% | 53 |
|