Legend Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-156
| Closed | -$13.1K | – | 269 |
|
|
2024
Q2 | $13.1K | Hold |
156
| – | – | 0.01% | 128 |
|
|
2024
Q1 | $13K | Hold |
156
| – | – | 0.01% | 118 |
|
|
2023
Q4 | $12.2K | Hold |
156
| – | – | 0.01% | 115 |
|
|
2023
Q3 | $11.3K | Hold |
156
| – | – | 0.01% | 131 |
|
|
2023
Q2 | $11.6K | Hold |
156
| – | – | 0.01% | 141 |
|
|
2023
Q1 | $11.3K | Hold |
156
| – | – | 0.01% | 147 |
|
|
2022
Q4 | $11.2K | Hold |
156
| – | – | 0.01% | 159 |
|
|
2022
Q3 | $10.3K | Buy |
+156
| New | +$10.3K | 0.01% | 143 |
|