Lenox Wealth 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
2021
Q2
Sell
-542
Closed -$38K 800
2021
Q1
$38K Sell
542
-514
-49% -$36K 0.01% 223
2020
Q4
$72K Buy
+1,056
New +$72K 0.01% 148