CMA
Cedar Mountain 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
Q1 | – | Sell |
-417
| Closed | -$30.1K | – | 330 |
|
2022
Q4 | $30.1K | Hold |
417
| – | – | 0.01% | 95 |
|
2022
Q3 | $28K | Hold |
417
| – | – | 0.01% | 94 |
|
2022
Q2 | $29K | Hold |
417
| – | – | 0.01% | 95 |
|
2022
Q1 | $32K | Hold |
417
| – | – | 0.01% | 98 |
|
2021
Q4 | $34K | Hold |
417
| – | – | 0.01% | 94 |
|
2021
Q3 | $31K | Buy |
+417
| New | +$31K | 0.01% | 96 |
|