KWM
Kolinsky Wealth Management’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
Q3 | – | Sell |
-3,709
| Closed | -$273K | – | 143 |
|
|
2023
Q2 | $273K | Buy |
3,709
+3
| +0.1% | +$221 | 0.26% | 96 |
|
|
2023
Q1 | $270K | Buy |
3,706
+3
| +0.1% | +$219 | 0.29% | 90 |
|
|
2022
Q4 | $267K | Buy |
3,703
+7
| +0.2% | +$505 | 0.3% | 86 |
|
|
2022
Q3 | $244K | Sell |
3,696
-1,600
| -30% | -$106K | 0.31% | 91 |
|
|
2022
Q2 | $372K | Buy |
+5,296
| New | +$372K | 0.44% | 49 |
|