CWA
Clarus Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,514
| Closed | -$337K | – | 138 |
|
|
2020
Q2 | $337K | Sell |
5,514
-85,057
| -94% | -$5.2M | 0.28% | 78 |
|
|
2020
Q1 | $4.74M | Buy |
+90,571
| New | +$4.74M | 4.74% | 3 |
|
|
2019
Q1 | – | Sell |
-30
| Closed | -$2K | – | 730 |
|
|
2018
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 648 |
|
|
2018
Q3 | $2K | Sell |
30
-77
| -72% | -$5.13K | ﹤0.01% | 677 |
|
|
2018
Q2 | $6K | Buy |
+107
| New | +$6K | ﹤0.01% | 599 |
|