Kore Private Wealth’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
Q3 | – | Sell |
-1,269
| Closed | -$76K | – | 1038 |
|
|
2020
Q2 | $76K | Buy |
1,269
+1,149
| +958% | +$68.8K | 0.02% | 378 |
|
|
2020
Q1 | $6K | Sell |
120
-118
| -50% | -$5.9K | ﹤0.01% | 784 |
|
|
2019
Q4 | $16K | Buy |
+238
| New | +$16K | ﹤0.01% | 675 |
|
|
2019
Q2 | – | Sell |
-118
| Closed | -$7K | – | 758 |
|
|
2019
Q1 | $7K | Hold |
118
| – | – | ﹤0.01% | 721 |
|
|
2018
Q4 | $6K | Buy |
+118
| New | +$6K | ﹤0.01% | 656 |
|