Element Pointe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $889K | Sell |
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|
2022
Q1 | $989K | Sell |
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|
2021
Q4 | $1.1M | Hold |
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|
2021
Q3 | $996K | Sell |
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|
2021
Q2 | $5.61M | Sell |
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|
2021
Q1 | $8.12M | Sell |
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|
2020
Q4 | $8.98M | Sell |
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|
2020
Q3 | $8.59M | Hold |
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|
2020
Q2 | $8.17M | Hold |
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|
2020
Q1 | $7.28M | Sell |
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|
2019
Q4 | $8.9M | Sell |
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|
2019
Q3 | $8.82M | Buy |
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|
2019
Q2 | $8.42M | Buy |
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|
2019
Q1 | $7.86M | Buy |
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|
2018
Q4 | $6.95M | Buy |
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