LP
LGL Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,679
| Closed | -$241K | – | 102 |
|
|
2019
Q4 | $241K | Hold |
3,679
| – | – | 0.08% | 93 |
|
|
2019
Q3 | $236K | Hold |
3,679
| – | – | 0.1% | 98 |
|
|
2019
Q2 | $227K | Hold |
3,679
| – | – | 0.09% | 103 |
|
|
2019
Q1 | $216K | Buy |
+3,679
| New | +$216K | 0.08% | 106 |
|