Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $3.17M | Buy |
61,009
+12,497
| +26% | +$649K | 2.04% | 11 |
|
|
2017
Q4 | $2.56M | Sell |
48,512
-47,046
| -49% | -$2.48M | 1.59% | 23 |
|
|
2017
Q3 | $4.81M | Buy |
95,558
+8,949
| +10% | +$450K | 3.18% | 5 |
|
|
2017
Q2 | $4.24M | Buy |
86,609
+2,038
| +2% | +$99.7K | 2.89% | 6 |
|
|
2017
Q1 | $4.04M | Sell |
84,571
-34,335
| -29% | -$1.64M | 2.94% | 4 |
|
|
2016
Q4 | $5.38M | Buy |
118,906
+24,339
| +26% | +$1.1M | 4.5% | 2 |
|
|
2016
Q3 | $4.3M | Buy |
94,567
+435
| +0.5% | +$19.8K | 3.26% | 5 |
|
|
2016
Q2 | $4.35M | Sell |
94,132
-3,489
| -4% | -$161K | 3.59% | 3 |
|
|
2016
Q1 | $4.29M | Buy |
97,621
+83,427
| +588% | +$3.66M | 4.01% | 3 |
|
|
2015
Q4 | $593K | Buy |
+14,194
| New | +$593K | 0.57% | 68 |
|