BDFN
Bond & Devick Financial Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,587
| Closed | -$202K | – | 147 |
|
|
2023
Q4 | $202K | Buy |
+2,587
| New | +$202K | 0.11% | 142 |
|
|
2023
Q2 | – | Sell |
-3,271
| Closed | -$238K | – | 130 |
|
|
2023
Q1 | $238K | Hold |
3,271
| – | – | 0.15% | 119 |
|
|
2022
Q4 | $236K | Hold |
3,271
| – | – | 0.17% | 111 |
|
|
2022
Q3 | $216K | Sell |
3,271
-139
| -4% | -$9.18K | 0.18% | 104 |
|
|
2022
Q2 | $239K | Hold |
3,410
| – | – | 0.21% | 100 |
|
|
2022
Q1 | $265K | Sell |
3,410
-52
| -2% | -$4.04K | 0.21% | 93 |
|
|
2021
Q4 | $280K | Hold |
3,462
| – | – | 0.21% | 91 |
|
|
2021
Q3 | $254K | Hold |
3,462
| – | – | 0.21% | 94 |
|
|
2021
Q2 | $255K | Hold |
3,462
| – | – | 0.21% | 89 |
|
|
2021
Q1 | $240K | Hold |
3,462
| – | – | 0.22% | 90 |
|
|
2020
Q4 | $235K | Buy |
+3,462
| New | +$235K | 0.27% | 85 |
|