Kistler-Tiffany Companies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $51.7K | Buy |
695
+2
| +0.3% | +$149 | 0.01% | 486 |
|
|
2023
Q1 | $50.4K | Buy |
693
+4
| +0.6% | +$291 | 0.01% | 428 |
|
|
2022
Q4 | $49.7K | Buy |
689
+3
| +0.4% | +$216 | 0.01% | 418 |
|
|
2022
Q3 | $45K | Buy |
686
+3
| +0.4% | +$197 | 0.01% | 393 |
|
|
2022
Q2 | $48K | Buy |
683
+2
| +0.3% | +$141 | 0.01% | 383 |
|
|
2022
Q1 | $53K | Buy |
681
+3
| +0.4% | +$233 | 0.01% | 385 |
|
|
2021
Q4 | $55K | Buy |
678
+2
| +0.3% | +$162 | 0.01% | 363 |
|
|
2021
Q3 | $50K | Sell |
676
-142
| -17% | -$10.5K | 0.01% | 371 |
|
|
2021
Q2 | $60K | Buy |
818
+114
| +16% | +$8.36K | 0.01% | 338 |
|
|
2021
Q1 | $49K | Buy |
704
+2
| +0.3% | +$139 | 0.01% | 336 |
|
|
2020
Q4 | $48K | Buy |
702
+256
| +57% | +$17.5K | 0.01% | 310 |
|
|
2020
Q3 | $28K | Buy |
446
+3
| +0.7% | +$188 | 0.01% | 354 |
|
|
2020
Q2 | $27K | Buy |
443
+4
| +0.9% | +$244 | 0.01% | 327 |
|
|
2020
Q1 | $29K | Hold |
439
| – | – | 0.01% | 318 |
|
|
2019
Q4 | $29K | Buy |
439
+4
| +0.9% | +$264 | 0.01% | 325 |
|
|
2019
Q3 | $28K | Buy |
+435
| New | +$28K | 0.01% | 323 |
|