Cedar Brook Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $2.98M | Sell |
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|
2023
Q4 | $2.82M | Buy |
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|
2023
Q3 | $2.57M | Sell |
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|
2023
Q2 | $2.79M | Buy |
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|
2023
Q1 | $2.73M | Buy |
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|
2022
Q4 | $2.68M | Sell |
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|
2022
Q3 | $2.53M | Buy |
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|
2022
Q2 | $2.62M | Buy |
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|
2022
Q1 | $2.89M | Buy |
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|
2021
Q4 | $3.01M | Sell |
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|
2021
Q3 | $2.75M | Buy |
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|
2021
Q2 | $2.75M | Sell |
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|
2021
Q1 | $2.91M | Sell |
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|
2020
Q4 | $4.91M | Sell |
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|
2020
Q3 | $4.61M | Buy |
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|
2020
Q2 | $4.39M | Buy |
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|
2020
Q1 | $3.63M | Sell |
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|
2019
Q4 | $4.8M | Buy |
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|
2019
Q3 | $4.5M | Buy |
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|
2019
Q2 | $2.89M | Buy |
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|
2019
Q1 | $2.55M | Buy |
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|
2018
Q4 | $1.87M | Buy |
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