IAP
Indie Asset Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,829
| Closed | -$328K | – | 125 |
|
|
2020
Q4 | $328K | Sell |
4,829
-2,215
| -31% | -$150K | 0.38% | 67 |
|
|
2020
Q3 | $449K | Sell |
7,044
-5,870
| -45% | -$374K | 0.56% | 49 |
|
|
2020
Q2 | $830K | Sell |
12,914
-51,205
| -80% | -$3.29M | 1.04% | 21 |
|
|
2020
Q1 | $3.46M | Sell |
64,119
-8,580
| -12% | -$463K | 4.32% | 5 |
|
|
2019
Q4 | $4.77M | Buy |
+72,699
| New | +$4.77M | 5.07% | 4 |
|