Lake Point Wealth Management’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
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 419 |
|
|
2021
Q4 | – | Sell |
-125
| Closed | -$9K | – | 487 |
|
|
2021
Q3 | $9K | Buy |
+125
| New | +$9K | ﹤0.01% | 177 |
|
|
2019
Q2 | $66K | Hold |
1,072
| – | – | 0.02% | 110 |
|
|
2019
Q1 | $66K | Sell |
1,072
-60,549
| -98% | -$3.73M | 0.02% | 110 |
|
|
2018
Q4 | $3.23M | Buy |
+61,621
| New | +$3.23M | 1.21% | 21 |
|