LifePlan Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.89M | Sell |
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2020
Q2 | $2.75M | Sell |
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2020
Q1 | $2.78M | Buy |
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|
2019
Q4 | $3.29M | Sell |
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|
2019
Q3 | $4.43M | Buy |
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|
2019
Q2 | $2.85M | Buy |
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|
2019
Q1 | $2.61M | Buy |
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|
2018
Q4 | $574K | Buy |
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|
2018
Q3 | $500K | Buy |
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|
2018
Q2 | $456K | Sell |
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|
2018
Q1 | $456K | Sell |
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|
2017
Q4 | $447K | Hold |
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|
2017
Q3 | $447K | Buy |
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|
2017
Q2 | $404K | Sell |
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|
2017
Q1 | $436K | Sell |
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|
2016
Q4 | $1.05M | Buy |
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|
2016
Q3 | $271K | Buy |
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