Karn Couzens & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $4.81M | Sell |
61,962
-1,551
| -2% | -$120K | 3.05% | 8 |
|
|
2021
Q4 | $5.14M | Buy |
63,513
+585
| +0.9% | +$47.3K | 3.52% | 7 |
|
|
2021
Q3 | $4.63M | Sell |
62,928
-634
| -1% | -$46.6K | 3.52% | 7 |
|
|
2021
Q2 | $4.68M | Sell |
63,562
-5,791
| -8% | -$426K | 3.63% | 7 |
|
|
2021
Q1 | $4.8M | Sell |
69,353
-3,429
| -5% | -$237K | 4.31% | 6 |
|
|
2020
Q4 | $4.94M | Buy |
+72,782
| New | +$4.94M | 4.68% | 6 |
|