GSWM
Greenup Street Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,809
| Closed | -$203K | – | 89 |
|
|
2022
Q4 | $203K | Sell |
2,809
-569
| -17% | -$41K | 0.08% | 79 |
|
|
2022
Q3 | $223K | Sell |
3,378
-488
| -13% | -$32.2K | 0.1% | 72 |
|
|
2022
Q2 | $271K | Sell |
3,866
-32,054
| -89% | -$2.25M | 0.13% | 71 |
|
|
2022
Q1 | $2.79M | Buy |
35,920
+938
| +3% | +$72.8K | 1.54% | 23 |
|
|
2021
Q4 | $2.83M | Buy |
+34,982
| New | +$2.83M | 1.66% | 16 |
|