HKIMG
Hutchens & Kramer Investment Management Group’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
Q4 | – | Sell |
-3,158
| Closed | -$227K | – | 142 |
|
|
2023
Q3 | $227K | Buy |
3,158
+161
| +5% | +$11.6K | 0.18% | 99 |
|
|
2023
Q2 | $223K | Buy |
+2,997
| New | +$223K | 0.18% | 104 |
|
|
2023
Q1 | – | Sell |
-3,742
| Closed | -$270K | – | 135 |
|
|
2022
Q4 | $270K | Buy |
3,742
+160
| +4% | +$11.5K | 0.2% | 78 |
|
|
2022
Q3 | $243K | Buy |
3,582
+208
| +6% | +$14.1K | 0.2% | 75 |
|
|
2022
Q2 | $240K | Sell |
3,374
-56
| -2% | -$3.98K | 0.18% | 92 |
|
|
2022
Q1 | $268K | Hold |
3,430
| – | – | 0.15% | 97 |
|
|
2021
Q4 | $263K | Buy |
+3,430
| New | +$263K | 0.17% | 91 |
|