Legacy Capital Partners’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
Q1 | $476K | Sell |
|
|||||
|
2021
Q4 | $505K | Sell |
|
|||||
|
2021
Q3 | $466K | Buy |
|
|||||
|
2021
Q2 | $444K | Sell |
|
|||||
|
2021
Q1 | $748K | Sell |
|
|||||
|
2020
Q4 | $872K | Sell |
|
|||||
|
2020
Q3 | $1.28M | Buy |
|
|||||
|
2020
Q2 | $1.17M | Sell |
|
|||||
|
2020
Q1 | $1.2M | Sell |
|
|||||
|
2019
Q4 | $1.71M | Buy |
|
|||||
|
2019
Q3 | $1.51M | Buy |
|
|||||
|
2019
Q2 | $1.23M | Buy |
|
|||||
|
2019
Q1 | $1.09M | Buy |
|
|||||
|
2018
Q4 | $618K | Buy |
|
|||||
|
2018
Q3 | $298K | Buy |
|
|||||
|
2018
Q2 | $238K | Buy |
|
|||||
|
2018
Q1 | $221K | Sell |
|
|||||
|
2017
Q4 | $259K | Sell |
|
|||||
|
2017
Q3 | $299K | Sell |
|
|||||
|
2017
Q2 | $345K | Buy |
|
|||||
|
2017
Q1 | $321K | Buy |
|
|||||
|
2016
Q4 | $234K | Buy |
|
|||||
|
2016
Q3 | $227K | Sell |
|
|||||
|
2016
Q2 | $236K | Buy |
|