Capital Directions Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $22.1K | Buy |
+306
| New | +$22.1K | 0.01% | 168 |
|
|
2022
Q3 | – | Sell |
-522
| Closed | -$37K | – | 159 |
|
|
2022
Q2 | $37K | Buy |
522
+153
| +41% | +$10.8K | 0.01% | 144 |
|
|
2022
Q1 | $29K | Buy |
+369
| New | +$29K | 0.01% | 177 |
|
|
2021
Q4 | – | Sell |
-753
| Closed | -$55K | – | 220 |
|
|
2021
Q3 | $55K | Buy |
753
+546
| +264% | +$39.9K | 0.02% | 133 |
|
|
2021
Q2 | $15K | Buy |
+207
| New | +$15K | ﹤0.01% | 192 |
|
|
2020
Q2 | – | Sell |
-254
| Closed | -$14K | – | 242 |
|
|
2020
Q1 | $14K | Hold |
254
| – | – | 0.01% | 187 |
|
|
2019
Q4 | $17K | Buy |
+254
| New | +$17K | 0.01% | 201 |
|
|
2019
Q1 | – | Sell |
-172
| Closed | -$9K | – | 110 |
|
|
2018
Q4 | $9K | Buy |
+172
| New | +$9K | ﹤0.01% | 92 |
|