Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $498K | Buy |
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|
2024
Q3 | $507K | Buy |
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|
2024
Q2 | $462K | Hold |
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|
2024
Q1 | $462K | Sell |
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|
2023
Q4 | $457K | Buy |
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|
2023
Q3 | $422K | Sell |
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|
2023
Q2 | $506K | Buy |
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|
2023
Q1 | $342K | Sell |
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|
2022
Q4 | $791K | Sell |
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|
2022
Q3 | $1.25M | Sell |
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|
2022
Q2 | $1.91M | Buy |
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|
2022
Q1 | $565K | Buy |
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|
2021
Q4 | $371K | Sell |
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|
2021
Q3 | $394K | Buy |
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|
2021
Q2 | $394K | Sell |
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|
2021
Q1 | $444K | Sell |
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|
2020
Q4 | $473K | Sell |
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|
2020
Q3 | $482K | Buy |
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|
2020
Q2 | $440K | Sell |
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|
2020
Q1 | $392K | Buy |
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|
2019
Q4 | $438K | Buy |
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|
2019
Q3 | $338K | Buy |
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|
2019
Q2 | $321K | Buy |
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|
2019
Q1 | $237K | Buy |
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