GA
Geller Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-62,291
| Closed | -$3.78M | – | 89 |
|
|
2020
Q2 | $3.78M | Sell |
62,291
-46,761
| -43% | -$2.84M | 1.14% | 7 |
|
|
2020
Q1 | $5.89M | Buy |
109,052
+47,437
| +77% | +$2.56M | 1.69% | 10 |
|
|
2019
Q4 | $4.04M | Buy |
+61,615
| New | +$4.04M | 1.24% | 7 |
|