HCM
Howard Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-37,605
| Closed | -$2.64M | – | 35 |
|
|
2022
Q2 | $2.64M | Sell |
37,605
-288
| -0.8% | -$20.2K | 0.74% | 11 |
|
|
2022
Q1 | $2.94M | Sell |
37,893
-353
| -0.9% | -$27.4K | 0.67% | 11 |
|
|
2021
Q4 | $3.09M | Buy |
38,246
+678
| +2% | +$54.8K | 0.38% | 18 |
|
|
2021
Q3 | $2.77M | Buy |
37,568
+33,000
| +722% | +$2.43M | 0.41% | 18 |
|
|
2021
Q2 | $324K | Sell |
4,568
-610
| -12% | -$43.3K | 0.06% | 52 |
|
|
2021
Q1 | $373K | Sell |
5,178
-3,176
| -38% | -$229K | 0.07% | 49 |
|
|
2020
Q4 | $568K | Buy |
8,354
+2,434
| +41% | +$165K | 0.11% | 46 |
|
|
2020
Q3 | $377K | Buy |
5,920
+313
| +6% | +$19.9K | 0.09% | 43 |
|
|
2020
Q2 | $342K | Buy |
+5,607
| New | +$342K | 0.1% | 44 |
|
|
2020
Q1 | – | Sell |
-10,065
| Closed | -$668K | – | 45 |
|
|
2019
Q4 | $668K | Buy |
+10,065
| New | +$668K | 0.23% | 19 |
|