Financial Freedom LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-480
| Closed | -$40.3K | – | 371 |
|
|
2024
Q2 | $40.3K | Buy |
480
+2
| +0.4% | +$168 | 0.02% | 173 |
|
|
2024
Q1 | $40K | Buy |
478
+2
| +0.4% | +$167 | 0.02% | 172 |
|
|
2023
Q4 | $37.2K | Buy |
476
+5
| +1% | +$390 | 0.02% | 172 |
|
|
2023
Q3 | $34.1K | Hold |
471
| – | – | 0.02% | 172 |
|
|
2023
Q2 | $35K | Buy |
471
+2
| +0.4% | +$149 | 0.02% | 169 |
|
|
2023
Q1 | $34.1K | Buy |
469
+2
| +0.4% | +$146 | 0.02% | 168 |
|
|
2022
Q4 | $33.7K | Buy |
+467
| New | +$33.7K | 0.02% | 169 |
|