CAWM
Capital Advisors Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,742
| Closed | -$272K | – | 150 |
|
|
2023
Q1 | $272K | Buy |
3,742
+16
| +0.4% | +$1.16K | 0.08% | 106 |
|
|
2022
Q4 | $269K | Sell |
3,726
-113
| -3% | -$8.15K | 0.08% | 101 |
|
|
2022
Q3 | $254K | Hold |
3,839
| – | – | 0.08% | 97 |
|
|
2022
Q2 | $270K | Buy |
3,839
+312
| +9% | +$21.9K | 0.09% | 91 |
|
|
2022
Q1 | $274K | Sell |
3,527
-1,279
| -27% | -$99.4K | 0.08% | 98 |
|
|
2021
Q4 | $389K | Buy |
+4,806
| New | +$389K | 0.12% | 81 |
|