CSWM
Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $83K | Sell |
935
-6
| -0.6% | -$533 | 0.03% | 165 |
|
|
2024
Q3 | $85.9K | Sell |
941
-55
| -6% | -$5.02K | 0.03% | 163 |
|
|
2024
Q2 | $83.6K | Hold |
996
| – | – | 0.03% | 162 |
|
|
2024
Q1 | $83.2K | Hold |
996
| – | – | 0.04% | 173 |
|
|
2023
Q4 | $77.7K | Hold |
996
| – | – | 0.04% | 169 |
|
|
2023
Q3 | $72.1K | Buy |
996
+65
| +7% | +$4.71K | 0.04% | 166 |
|
|
2023
Q2 | $69.2K | Hold |
931
| – | – | 0.04% | 170 |
|
|
2023
Q1 | $67.7K | Hold |
931
| – | – | 0.03% | 174 |
|
|
2022
Q4 | $67.1K | Buy |
+931
| New | +$67.1K | 0.04% | 170 |
|