Gleason Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-387
| Closed | -$32.5K | – | 260 |
|
|
2024
Q2 | $32.5K | Buy |
+387
| New | +$32.5K | 0.01% | 143 |
|
|
2023
Q1 | – | Sell |
-102
| Closed | -$7.38K | – | 235 |
|
|
2022
Q4 | $7.38K | Buy |
102
+1
| +1% | +$72 | ﹤0.01% | 182 |
|
|
2022
Q3 | $7K | Hold |
101
| – | – | ﹤0.01% | 193 |
|
|
2022
Q2 | $7K | Buy |
+101
| New | +$7K | ﹤0.01% | 183 |
|