Contravisory Investment Management’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
Q2 | – | Sell |
-170
| Closed | -$14.2K | – | 389 |
|
|
2024
Q1 | $14.2K | Hold |
170
| – | – | ﹤0.01% | 308 |
|
|
2023
Q4 | $13.3K | Buy |
170
+163
| +2,329% | +$12.7K | ﹤0.01% | 309 |
|
|
2023
Q3 | $507 | Buy |
+7
| New | +$507 | ﹤0.01% | 315 |
|
|
2018
Q3 | – | Sell |
-3,518
| Closed | -$187K | – | 364 |
|
|
2018
Q2 | $187K | Hold |
3,518
| – | – | 0.07% | 153 |
|
|
2018
Q1 | $183K | Buy |
3,518
+1,224
| +53% | +$63.7K | 0.07% | 149 |
|
|
2017
Q4 | $121K | Buy |
2,294
+314
| +16% | +$16.6K | 0.04% | 183 |
|
|
2017
Q3 | $100K | Buy |
+1,980
| New | +$100K | 0.04% | 179 |
|