Dowling & Yahnke’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $326K | Sell |
|
|||||
|
2022
Q2 | $347K | Sell |
|
|||||
|
2022
Q1 | $409K | Hold |
|
|||||
|
2021
Q4 | $427K | Hold |
|
|||||
|
2021
Q3 | $388K | Sell |
|
|||||
|
2021
Q2 | $438K | Sell |
|
|||||
|
2021
Q1 | $451K | Hold |
|
|||||
|
2020
Q4 | $442K | Hold |
|
|||||
|
2020
Q3 | $415K | Hold |
|
|||||
|
2020
Q2 | $395K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $756K | Sell |
|
|||||
|
2019
Q3 | $805K | Buy |
|