Braun-Bostich & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-366
| Closed | -$24K | – | 333 |
|
|
2019
Q4 | $24K | Buy |
+366
| New | +$24K | 0.02% | 182 |
|
|
2019
Q3 | – | Sell |
-490
| Closed | -$30K | – | 288 |
|
|
2019
Q2 | $30K | Sell |
490
-1,123
| -70% | -$68.8K | 0.03% | 213 |
|
|
2019
Q1 | $95K | Sell |
1,613
-12,767
| -89% | -$752K | 0.1% | 164 |
|
|
2018
Q4 | $754K | Hold |
14,380
| – | – | 0.8% | 31 |
|
|
2018
Q3 | $820K | Sell |
14,380
-2,126
| -13% | -$121K | 0.79% | 34 |
|
|
2018
Q2 | $877K | Buy |
16,506
+1,584
| +11% | +$84.2K | 0.88% | 30 |
|
|
2018
Q1 | $775K | Buy |
14,922
+658
| +5% | +$34.2K | 0.67% | 38 |
|
|
2017
Q4 | $753K | Buy |
+14,264
| New | +$753K | 0.64% | 41 |
|