FourThought Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $333K | Sell |
5,039
-24
| -0.5% | -$1.59K | 0.05% | 234 |
|
|
2022
Q2 | $355K | Sell |
5,063
-26
| -0.5% | -$1.82K | 0.05% | 235 |
|
|
2022
Q1 | $395K | Sell |
5,089
-3,550
| -41% | -$276K | 0.05% | 231 |
|
|
2021
Q4 | $699K | Sell |
8,639
-158
| -2% | -$12.8K | 0.09% | 157 |
|
|
2021
Q3 | $646K | Sell |
8,797
-542
| -6% | -$39.8K | 0.09% | 168 |
|
|
2021
Q2 | $687K | Sell |
9,339
-218
| -2% | -$16K | 0.09% | 172 |
|
|
2021
Q1 | $661K | Sell |
9,557
-133
| -1% | -$9.2K | 0.1% | 166 |
|
|
2020
Q4 | $657K | Buy |
+9,690
| New | +$657K | 0.11% | 154 |
|