Hoover Financial 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
Q2 | $2.17M | Buy |
29,498
+1
| +0% | +$74 | 0.39% | 37 |
|
|
2021
Q1 | $2.13M | Sell |
29,497
-1,022
| -3% | -$73.9K | 0.4% | 35 |
|
|
2020
Q4 | $2.05M | Sell |
30,519
-3,689
| -11% | -$248K | 0.51% | 25 |
|
|
2020
Q3 | $2.18M | Hold |
34,208
| – | – | 0.72% | 24 |
|
|
2020
Q2 | $2.07M | Buy |
34,208
+2
| +0% | +$121 | 0.79% | 21 |
|
|
2020
Q1 | $1.85M | Hold |
34,206
| – | – | 1.02% | 18 |
|
|
2019
Q4 | $2.24M | Buy |
+34,206
| New | +$2.24M | 1.1% | 17 |
|