Legacy Wealth Planning’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 | – | Sell |
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|
2022
Q1 | $311K | Sell |
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|
2021
Q4 | $518K | Sell |
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|
2021
Q3 | $729K | Sell |
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|
2021
Q2 | $785K | Sell |
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|
2021
Q1 | $799K | Sell |
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|
2020
Q4 | $9.08M | Sell |
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|
2020
Q3 | $11.1M | Sell |
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|
2020
Q2 | $10.8M | Sell |
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|
2020
Q1 | $10.3M | Sell |
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|
2019
Q4 | $13M | Buy |
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