Bridgeworth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $214K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $315K | Sell |
|
|||||
|
2022
Q1 | $359K | Sell |
|
|||||
|
2021
Q4 | $431K | Buy |
|
|||||
|
2021
Q3 | $353K | Sell |
|
|||||
|
2021
Q2 | $451K | Sell |
|
|||||
|
2021
Q1 | $442K | Sell |
|
|||||
|
2020
Q4 | $594K | Sell |
|
|||||
|
2020
Q3 | $717K | Sell |
|
|||||
|
2020
Q2 | $711K | Sell |
|
|||||
|
2020
Q1 | $669K | Sell |
|
|||||
|
2019
Q4 | $834K | Sell |
|
|||||
|
2019
Q3 | $894K | Sell |
|
|||||
|
2019
Q2 | $1.07M | Sell |
|
|||||
|
2019
Q1 | $1.15M | Sell |
|
|||||
|
2018
Q4 | $674K | Sell |
|
|||||
|
2018
Q3 | $769K | Sell |
|
|||||
|
2018
Q2 | $1.09M | Sell |
|
|||||
|
2018
Q1 | $1.16M | Buy |
|
|||||
|
2017
Q4 | $625K | Sell |
|
|||||
|
2017
Q3 | $1.18M | Sell |
|
|||||
|
2017
Q2 | $1.33M | Sell |
|
|||||
|
2017
Q1 | $1.36M | Buy |
|
|||||
|
2016
Q4 | $1.26M | Buy |
|