FAM
Formidable Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,838
| Closed | -$260K | – | 315 |
|
|
2020
Q4 | $260K | Sell |
3,838
-1,250
| -25% | -$84.7K | 0.06% | 226 |
|
|
2020
Q3 | $324K | Sell |
5,088
-1,777
| -26% | -$113K | 0.09% | 169 |
|
|
2020
Q2 | $418K | Buy |
6,865
+2,081
| +43% | +$127K | 0.12% | 155 |
|
|
2020
Q1 | $258K | Buy |
+4,784
| New | +$258K | 0.1% | 153 |
|
|
2019
Q2 | – | Sell |
-4,364
| Closed | -$378K | – | 333 |
|
|
2019
Q1 | $378K | Buy |
+4,364
| New | +$378K | 0.15% | 120 |
|