Hochman Cole Investment 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
Q3 | $399K | Sell |
5,426
-664
| -11% | -$48.8K | 0.16% | 88 |
|
|
2021
Q2 | $448K | Sell |
6,090
-1,769
| -23% | -$130K | 0.18% | 82 |
|
|
2021
Q1 | $544K | Buy |
7,859
+251
| +3% | +$17.4K | 0.23% | 71 |
|
|
2020
Q4 | $516K | Buy |
7,608
+1,944
| +34% | +$132K | 0.22% | 74 |
|
|
2020
Q3 | $361K | Buy |
5,664
+389
| +7% | +$24.8K | 0.18% | 83 |
|
|
2020
Q2 | $320K | Buy |
+5,275
| New | +$320K | 0.18% | 86 |
|