Cape Cod Five Cents Savings Bank’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $843K | Hold |
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|
2020
Q4 | $828K | Hold |
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|
2020
Q3 | $777K | Hold |
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|
2020
Q2 | $739K | Sell |
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|
2020
Q1 | $706K | Buy |
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|
2019
Q4 | $800K | Hold |
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|
2019
Q3 | $781K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $264K | Sell |
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|
2017
Q2 | $339K | Buy |
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|
2017
Q1 | $266K | Sell |
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|
2016
Q4 | $466K | Sell |
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|
2016
Q3 | $494K | Sell |
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|
2016
Q2 | $504K | Sell |
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|
2016
Q1 | $552K | Sell |
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|
2015
Q4 | $531K | Buy |
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|
2015
Q3 | $439K | Sell |
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|
2015
Q2 | $727K | Sell |
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|
2015
Q1 | $808K | Buy |
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|
2014
Q4 | $544K | Buy |
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