Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $357K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $3.95M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $3.52M | Buy |
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|
2015
Q4 | $2.11M | Buy |
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|
2015
Q3 | $1.57M | Buy |
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|
2015
Q2 | $664K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $203K | Sell |
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|
2014
Q1 | $201K | Buy |
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