Lake Point Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$1K Buy
2021
Q4
Sell
2021
Q3
$9K Buy
2019
Q2
$66K Hold
2019
Q1
$66K Sell
2018
Q4
$3.23M Buy