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 |
|
|||||
|
2018
Q4 | $221K | Hold |
|
|||||
|
2018
Q3 | $241K | Sell |
|
|||||
|
2018
Q2 | $271K | Hold |
|
|||||
|
2018
Q1 | $265K | Sell |
|
|||||
|
2017
Q4 | $345K | Hold |
|
|||||
|
2017
Q3 | $329K | Sell |
|
|||||
|
2017
Q2 | $967K | Sell |
|
|||||
|
2017
Q1 | $4.51M | Buy |
|
|||||
|
2016
Q4 | $4.17M | Buy |
|
|||||
|
2016
Q3 | $4.16M | Buy |
|
|||||
|
2016
Q2 | $4.02M | Sell |
|
|||||
|
2016
Q1 | $5.1M | Buy |
|
|||||
|
2015
Q4 | $3.79M | Buy |
|
|||||
|
2015
Q3 | $3.5M | Sell |
|
|||||
|
2015
Q2 | $3.6M | Buy |
|