Bickling Financial Services’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
Q4 | $3.75M | Buy |
52,047
+32,518
| +167% | +$2.34M | 2.34% | 9 |
|
|
2022
Q3 | $1.29M | Sell |
19,529
-210
| -1% | -$13.9K | 0.87% | 28 |
|
|
2022
Q2 | $1.39M | Sell |
19,739
-1,191
| -6% | -$83.6K | 0.88% | 28 |
|
|
2022
Q1 | $1.62M | Sell |
20,930
-2,324
| -10% | -$180K | 0.83% | 30 |
|
|
2021
Q4 | $1.88M | Sell |
23,254
-1,065
| -4% | -$86.1K | 0.91% | 26 |
|
|
2021
Q3 | $1.79M | Sell |
24,319
-946
| -4% | -$69.5K | 0.91% | 27 |
|
|
2021
Q2 | $1.86M | Sell |
25,265
-1,845
| -7% | -$136K | 0.84% | 27 |
|
|
2021
Q1 | $1.88M | Sell |
27,110
-4,088
| -13% | -$283K | 0.94% | 25 |
|
|
2020
Q4 | $2.12M | Buy |
+31,198
| New | +$2.12M | 1.31% | 21 |
|