Lenox Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $44K | Sell |
730
-361
| -33% | -$21.8K | 0.01% | 267 |
|
|
2020
Q1 | $58K | Buy |
1,091
+155
| +17% | +$8.24K | 0.02% | 231 |
|
|
2019
Q4 | $61K | Sell |
936
-491
| -34% | -$32K | 0.02% | 260 |
|
|
2019
Q3 | $91K | Buy |
1,427
+674
| +90% | +$43K | 0.03% | 216 |
|
|
2019
Q2 | $46K | Buy |
753
+315
| +72% | +$19.2K | 0.01% | 256 |
|
|
2019
Q1 | $26K | Buy |
438
+407
| +1,313% | +$24.2K | 0.01% | 317 |
|
|
2018
Q4 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 571 |
|