LWP
Legacy Wealth Planning’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,013
| Closed | -$311K | – | 106 |
|
|
2022
Q1 | $311K | Sell |
4,013
-2,392
| -37% | -$185K | 0.37% | 56 |
|
|
2021
Q4 | $518K | Sell |
6,405
-3,514
| -35% | -$284K | 0.59% | 38 |
|
|
2021
Q3 | $729K | Sell |
9,919
-739
| -7% | -$54.3K | 0.82% | 30 |
|
|
2021
Q2 | $785K | Sell |
10,658
-889
| -8% | -$65.5K | 0.89% | 29 |
|
|
2021
Q1 | $799K | Sell |
11,547
-122,196
| -91% | -$8.46M | 1.02% | 27 |
|
|
2020
Q4 | $9.08M | Sell |
133,743
-39,930
| -23% | -$2.71M | 11.65% | 2 |
|
|
2020
Q3 | $11.1M | Sell |
173,673
-4,248
| -2% | -$271K | 12.65% | 2 |
|
|
2020
Q2 | $10.8M | Sell |
177,921
-12,463
| -7% | -$756K | 12.84% | 2 |
|
|
2020
Q1 | $10.3M | Sell |
190,384
-7,142
| -4% | -$386K | 16.46% | 1 |
|
|
2019
Q4 | $13M | Buy |
+197,526
| New | +$13M | 14.67% | 1 |
|