Levy Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.04M | Sell |
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|
2024
Q1 | $2.11M | Hold |
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|
2023
Q4 | $2.11M | Sell |
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|
2023
Q3 | $2.05M | Sell |
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|
2023
Q2 | $2.32M | Sell |
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|
2023
Q1 | $2.37M | Sell |
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|
2022
Q4 | $2.39M | Sell |
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|
2022
Q3 | $2.23M | Sell |
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|
2022
Q2 | $2.41M | Sell |
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|
2022
Q1 | $2.73M | Sell |
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|
2021
Q4 | $3.02M | Sell |
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|
2021
Q3 | $2.97M | Sell |
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|
2021
Q2 | $3.18M | Sell |
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|
2021
Q1 | $3.39M | Sell |
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|
2020
Q4 | $6.38M | Buy |
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