Lee Financial Group Hawaii’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $650K | Buy |
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|
2023
Q4 | $606K | Buy |
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|
2023
Q3 | $556K | Buy |
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|
2023
Q2 | $571K | Sell |
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|
2023
Q1 | $581K | Sell |
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|
2022
Q4 | $735K | Buy |
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|
2022
Q3 | $624 | Sell |
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|
2022
Q2 | $967K | Buy |
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|
2022
Q1 | $1.06K | Sell |
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|
2021
Q4 | $1.16M | Sell |
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|
2021
Q3 | $1.17M | Buy |
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|
2021
Q2 | $1.16M | Sell |
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|
2021
Q1 | $2.4M | Sell |
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|
2020
Q4 | $13.1M | Sell |
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|
2020
Q3 | $14.1M | Buy |
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|
2020
Q2 | $13.2M | Buy |
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|
2020
Q1 | $11.5M | Sell |
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|
2019
Q4 | $14.1M | Sell |
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|
2019
Q3 | $13.9M | Buy |
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|
2019
Q2 | $13.3M | Sell |
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|
2019
Q1 | $29.1M | Sell |
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|
2018
Q4 | $26.2M | Buy |
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|
2018
Q3 | $17.6M | Buy |
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|
2018
Q2 | $14.8M | Sell |
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|
2018
Q1 | $15.8M | Buy |
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|
2017
Q4 | $15.7M | Buy |
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