FFG
Frisch Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-52,366
| Closed | -$4.06M | – | 141 |
|
2022
Q1 | $4.06M | Sell |
52,366
-1,986
| -4% | -$154K | 1.3% | 26 |
|
2021
Q4 | $4.36M | Sell |
54,352
-2,325
| -4% | -$186K | 1.37% | 24 |
|
2021
Q3 | $4.17M | Sell |
56,677
-2,039
| -3% | -$150K | 1.39% | 25 |
|
2021
Q2 | $4.32M | Sell |
58,716
-21,620
| -27% | -$1.59M | 1.36% | 27 |
|
2021
Q1 | $5.56M | Sell |
80,336
-32,767
| -29% | -$2.27M | 1.87% | 20 |
|
2020
Q4 | $7.68M | Sell |
113,103
-379
| -0.3% | -$25.7K | 2.81% | 9 |
|
2020
Q3 | $7.23M | Sell |
113,482
-1,655
| -1% | -$105K | 3.15% | 8 |
|
2020
Q2 | $6.98M | Sell |
115,137
-6,398
| -5% | -$388K | 3.3% | 7 |
|
2020
Q1 | $6.57M | Buy |
+121,535
| New | +$6.57M | 3.82% | 8 |
|