Laurel Wealth Advisors (California)’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
Q4 | $346K | Sell |
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|
2022
Q3 | $335K | Buy |
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|
2022
Q2 | $280K | Sell |
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|
2022
Q1 | $468K | Buy |
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|
2021
Q4 | $487K | Buy |
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|
2021
Q3 | $222K | Sell |
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|
2021
Q2 | $369K | Sell |
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|
2021
Q1 | $509K | Buy |
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|
2020
Q4 | $488K | Sell |
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|
2020
Q3 | $571K | Sell |
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|
2020
Q2 | $6.4M | Sell |
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|
2020
Q1 | $7.58M | Buy |
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|
2019
Q4 | $4.46M | Buy |
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