DB Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $315K | Sell |
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|
2023
Q3 | $296K | Sell |
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|
2023
Q2 | $314K | Buy |
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|
2023
Q1 | $307K | Buy |
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|
2022
Q4 | $304K | Sell |
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|
2022
Q3 | $291K | Hold |
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|
2022
Q2 | $310K | Buy |
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|
2022
Q1 | $342K | Buy |
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|
2021
Q4 | $348K | Buy |
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|
2021
Q3 | $316K | Buy |
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|
2021
Q2 | $316K | Sell |
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|
2021
Q1 | $300K | Sell |
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|
2020
Q4 | $363K | Buy |
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