HawsGoodwin Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.6M | Sell |
32,126
-1,135
| -3% | -$91.8K | 0.76% | 33 |
|
|
2021
Q3 | $2.45M | Sell |
33,261
-281
| -0.8% | -$20.7K | 0.74% | 32 |
|
|
2021
Q2 | $2.47M | Sell |
33,542
-39,800
| -54% | -$2.93M | 0.76% | 30 |
|
|
2021
Q1 | $5.08M | Sell |
73,342
-11,079
| -13% | -$767K | 1.62% | 16 |
|
|
2020
Q4 | $5.73M | Buy |
84,421
+2,178
| +3% | +$148K | 1.8% | 14 |
|
|
2020
Q3 | $5.24M | Buy |
82,243
+8,303
| +11% | +$529K | 1.86% | 16 |
|
|
2020
Q2 | $4.48M | Sell |
73,940
-8,025
| -10% | -$487K | 1.76% | 18 |
|
|
2020
Q1 | $4.43M | Buy |
81,965
+336
| +0.4% | +$18.1K | 2.23% | 11 |
|
|
2019
Q4 | $5.36M | Buy |
+81,629
| New | +$5.36M | 2.8% | 6 |
|