Capstone Triton Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Buy |
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|
2024
Q4 | $349K | Hold |
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|
2024
Q3 | $359K | Hold |
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|
2024
Q2 | $330K | Sell |
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|
2024
Q1 | $341K | Hold |
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|
2023
Q4 | $318K | Hold |
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|
2023
Q3 | $295K | Hold |
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|
2023
Q2 | $303K | Hold |
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|
2023
Q1 | $296K | Hold |
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|
2022
Q4 | $294K | Hold |
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|
2022
Q3 | $269K | Hold |
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|
2022
Q2 | $293K | Hold |
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|
2022
Q1 | $304K | Hold |
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|
2021
Q4 | $330K | Hold |
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|
2021
Q3 | $316K | Hold |
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|
2021
Q2 | $300K | Hold |
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|
2021
Q1 | $282K | Hold |
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|
2020
Q4 | $277K | Buy |
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