HWM
Hohimer Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,851
| Closed | -$206K | – | 210 |
|
|
2022
Q4 | $206K | Sell |
2,851
-532
| -16% | -$38.4K | 0.07% | 153 |
|
|
2022
Q3 | $224K | Buy |
3,383
+239
| +8% | +$15.8K | 0.07% | 159 |
|
|
2022
Q2 | $221K | Buy |
3,144
+189
| +6% | +$13.3K | 0.07% | 168 |
|
|
2022
Q1 | $229K | Buy |
+2,955
| New | +$229K | 0.05% | 188 |
|