Cascadia Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $496K | Sell |
6,744
-565
| -8% | -$41.6K | 0.1% | 181 |
|
|
2021
Q2 | $538K | Sell |
7,309
-4,857
| -40% | -$358K | 0.12% | 170 |
|
|
2021
Q1 | $842K | Buy |
+12,166
| New | +$842K | 0.19% | 128 |
|
|
2020
Q3 | $1.17M | Sell |
18,403
-4,928
| -21% | -$314K | 0.33% | 92 |
|
|
2020
Q2 | $1.42M | Buy |
+23,331
| New | +$1.42M | 0.43% | 77 |
|
|
2019
Q4 | $3.77M | Buy |
+57,453
| New | +$3.77M | 1.07% | 13 |
|