Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $669K | Sell |
9,195
-4,975
| -35% | -$362K | 0.38% | 27 |
|
|
2022
Q4 | $1.02M | Sell |
14,170
-2,155
| -13% | -$155K | 0.54% | 28 |
|
|
2022
Q3 | $1.08M | Buy |
16,325
+15,636
| +2,269% | +$1.03M | 0.53% | 30 |
|
|
2022
Q2 | $48K | Buy |
689
+589
| +589% | +$41K | 0.02% | 90 |
|
|
2022
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 176 |
|
|
2021
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 183 |
|
|
2021
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 174 |
|
|
2021
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 176 |
|
|
2021
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 163 |
|
|
2020
Q4 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 155 |
|