Connectus Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.03M | Buy |
36,194
+31,696
| +705% | +$2.65M | 0.08% | 151 |
|
|
2023
Q4 | $351K | Sell |
4,498
-113
| -2% | -$8.82K | 0.01% | 435 |
|
|
2023
Q3 | $334K | Buy |
4,611
+182
| +4% | +$13.2K | 0.01% | 425 |
|
|
2023
Q2 | $329K | Buy |
+4,429
| New | +$329K | 0.01% | 385 |
|
|
2022
Q2 | – | Sell |
-2,472
| Closed | -$200K | – | 475 |
|
|
2022
Q1 | $200K | Buy |
+2,472
| New | +$200K | 0.01% | 352 |
|