Harvest Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-25
| Closed | -$1K | – | 830 |
|
|
2020
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 432 |
|
|
2020
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 443 |
|
|
2019
Q4 | $1K | Sell |
25
-1,515
| -98% | -$60.6K | ﹤0.01% | 885 |
|
|
2019
Q3 | $99K | Buy |
1,540
+762
| +98% | +$49K | 0.12% | 56 |
|
|
2019
Q2 | $48K | Buy |
+778
| New | +$48K | 0.06% | 71 |
|