Highline 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-160
| Closed | -$14.2K | – | 1055 |
|
|
2024
Q4 | $14.2K | Hold |
160
| – | – | ﹤0.01% | 205 |
|
|
2024
Q3 | $14.6K | Sell |
160
-265
| -62% | -$24.2K | ﹤0.01% | 217 |
|
|
2024
Q2 | $35.7K | Buy |
425
+160
| +60% | +$13.4K | 0.01% | 144 |
|
|
2024
Q1 | $22.1K | Sell |
265
-3
| -1% | -$251 | 0.01% | 167 |
|
|
2023
Q4 | $20.9K | Hold |
268
| – | – | 0.01% | 156 |
|
|
2023
Q3 | $19.4K | Buy |
+268
| New | +$19.4K | 0.01% | 142 |
|