GWMIA
Global Wealth Management Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-282
| Closed | -$20K | – | 496 |
|
|
2021
Q1 | $20K | Buy |
282
+279
| +9,300% | +$19.8K | 0.01% | 246 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 508 |
|
|
2020
Q3 | $0 | Sell |
3
-188
| -98% | – | ﹤0.01% | 630 |
|
|
2020
Q2 | $12K | Sell |
191
-948
| -83% | -$59.6K | 0.01% | 332 |
|
|
2020
Q1 | $62K | Buy |
1,139
+3
| +0.3% | +$163 | 0.03% | 160 |
|
|
2019
Q4 | $75K | Sell |
1,136
-30
| -3% | -$1.98K | 0.03% | 155 |
|
|
2019
Q3 | $75K | Sell |
1,166
-85
| -7% | -$5.47K | 0.03% | 147 |
|
|
2019
Q2 | $77K | Sell |
1,251
-2,702
| -68% | -$166K | 0.04% | 150 |
|
|
2019
Q1 | $232K | Sell |
3,953
-4,903
| -55% | -$288K | 0.12% | 107 |
|
|
2018
Q4 | $464K | Buy |
+8,856
| New | +$464K | 0.27% | 84 |
|