Freedman Financial Associates’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
Q2 | – | Sell |
-4,994
| Closed | -$391K | – | 418 |
|
|
2022
Q1 | $391K | Buy |
4,994
+2,996
| +150% | +$235K | 0.27% | 44 |
|
|
2021
Q4 | $162K | Hold |
1,998
| – | – | 0.11% | 89 |
|
|
2021
Q3 | $147K | Hold |
1,998
| – | – | 0.11% | 87 |
|
|
2021
Q2 | $147K | Hold |
1,998
| – | – | 0.11% | 85 |
|
|
2021
Q1 | $138K | Hold |
1,998
| – | – | 0.11% | 79 |
|
|
2020
Q4 | $136K | Buy |
+1,998
| New | +$136K | 0.12% | 72 |
|