Leicht Financial Planning & Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $3.49M | Sell |
|
|||||
|
2019
Q4 | $7.15M | Buy |
|
|||||
|
2019
Q3 | $5.07M | Buy |
|
|||||
|
2019
Q2 | $3.91M | Buy |
|
|||||
|
2019
Q1 | $2.09M | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $223K | Hold |
|
|||||
|
2018
Q2 | $208K | Sell |
|
|||||
|
2018
Q1 | $204K | Sell |
|
|||||
|
2017
Q4 | $224K | Sell |
|
|||||
|
2017
Q3 | $239K | Sell |
|
|||||
|
2017
Q2 | $504K | Sell |
|
|||||
|
2017
Q1 | $3.27M | Sell |
|
|||||
|
2016
Q4 | $10.8M | Buy |
|