Frontier Wealth Management’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
Q1 | – | Sell |
-2,500
| Closed | -$202K | – | 439 |
|
|
2021
Q4 | $202K | Buy |
+2,500
| New | +$202K | 0.01% | 404 |
|
|
2021
Q1 | – | Sell |
-3,055
| Closed | -$207K | – | 402 |
|
|
2020
Q4 | $207K | Buy |
+3,055
| New | +$207K | 0.02% | 353 |
|
|
2020
Q1 | – | Sell |
-3,352
| Closed | -$220K | – | 330 |
|
|
2019
Q4 | $220K | Buy |
+3,352
| New | +$220K | 0.04% | 269 |
|