HT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-100,855
| Closed | -$4.14M | – | 41 |
|
|
2015
Q4 | $4.14M | Buy |
100,855
+85,038
| +538% | +$3.49M | 2.68% | 10 |
|
|
2015
Q3 | $624K | Sell |
15,817
-124,969
| -89% | -$4.93M | 0.42% | 18 |
|
|
2015
Q2 | $5.72M | Buy |
140,786
+36
| +0% | +$1.46K | 3.12% | 7 |
|
|
2015
Q1 | $5.78M | Buy |
+140,750
| New | +$5.78M | 3.13% | 7 |
|