HCR Wealth Advisors’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
Q1 | – | Sell |
-394
| Closed | -$27K | – | 271 |
|
|
2020
Q4 | $27K | Buy |
394
+69
| +21% | +$4.73K | 0.01% | 226 |
|
|
2020
Q3 | $21K | Buy |
325
+90
| +38% | +$5.82K | ﹤0.01% | 207 |
|
|
2020
Q2 | $14K | Hold |
235
| – | – | ﹤0.01% | 218 |
|
|
2020
Q1 | $13K | Buy |
235
+25
| +12% | +$1.38K | ﹤0.01% | 204 |
|
|
2019
Q4 | $14K | Sell |
210
-4,215
| -95% | -$281K | ﹤0.01% | 205 |
|
|
2019
Q3 | $281K | Buy |
+4,425
| New | +$281K | 0.09% | 127 |
|