Jackson Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,089
| Closed | -$820K | – | 167 |
|
|
2019
Q4 | $820K | Sell |
12,089
-143
| -1% | -$9.7K | 0.14% | 118 |
|
|
2019
Q3 | $780K | Sell |
12,232
-349
| -3% | -$22.3K | 0.16% | 102 |
|
|
2019
Q2 | $792K | Sell |
12,581
-1,750
| -12% | -$110K | 0.17% | 82 |
|
|
2019
Q1 | $843K | Sell |
14,331
-1,420
| -9% | -$83.5K | 0.21% | 80 |
|
|
2018
Q4 | $806K | Buy |
+15,751
| New | +$806K | 0.24% | 72 |
|