Cypress Wealth Advisors’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
2019 Q1	$248K	Hold	4,224	–	–	0.28%	65
2018 Q4	$221K	Hold	4,224	–	–	0.3%	67
2018 Q3	$241K	Sell	4,224 -870	-17%	-$48.5K	0.25%	71
2018 Q2	$271K	Hold	5,094	–	–	0.29%	66
2018 Q1	$265K	Sell	5,094 -1,445	-22%	-$76.5K	0.29%	71
2017 Q4	$345K	Hold	6,539	–	–	0.33%	63
2017 Q3	$329K	Sell	6,539 -13,219	-67%	-$659K	0.53%	42
2017 Q2	$967K	Sell	19,758 -74,686	-79%	-$3.64M	1.13%	23
2017 Q1	$4.51M	Buy	94,444 +2,261	+2%	+$106K	2.06%	9
2016 Q4	$4.17M	Buy	92,183 +660	+0.7%	+$29.5K	1.9%	9
2016 Q3	$4.16M	Buy	91,523 +4,494	+5%	+$208K	1.87%	8
2016 Q2	$4.02M	Sell	87,029 -29,075	-25%	-$1.29M	1.99%	8
2016 Q1	$5.1M	Buy	116,104 +25,386	+28%	+$1.06M	2.33%	9
2015 Q4	$3.79M	Buy	90,718 +2,436	+3%	+$101K	1.92%	10
2015 Q3	$3.5M	Sell	88,282 -1,082	-1%	-$44.2K	1.89%	10
2015 Q2	$3.6M	Buy	+89,364	New	+$3.69M	2.11%	9