CIA
Cascade Investment Advisors’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 |
-815
| Closed | -$59.3K | – | 219 |
|
|
2023
Q1 | $59.3K | Buy |
+815
| New | +$59.3K | 0.05% | 135 |
|
|
2022
Q3 | – | Sell |
-815
| Closed | -$57.2K | – | 212 |
|
|
2022
Q2 | $57.2K | Hold |
815
| – | – | 0.04% | 144 |
|
|
2022
Q1 | $63.2K | Sell |
815
-250
| -23% | -$19.4K | 0.04% | 153 |
|
|
2021
Q4 | $86.2K | Buy |
+1,065
| New | +$86.2K | 0.05% | 141 |
|
|
2021
Q3 | – | Sell |
-1,065
| Closed | -$78.4K | – | 269 |
|
|
2021
Q2 | $78.4K | Hold |
1,065
| – | – | 0.05% | 138 |
|
|
2021
Q1 | $73.7K | Sell |
1,065
-625
| -37% | -$43.2K | 0.05% | 140 |
|
|
2020
Q4 | $115K | Buy |
+1,690
| New | +$115K | 0.08% | 124 |
|