LFA
Lighthouse Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $320K | Sell |
4,633
-248
| -5% | -$17.1K | 0.1% | 90 |
|
|
2020
Q4 | $331K | Sell |
4,881
-204
| -4% | -$13.8K | 0.11% | 87 |
|
|
2020
Q3 | $324K | Sell |
5,085
-79
| -2% | -$5.03K | 0.12% | 83 |
|
|
2020
Q2 | $313K | Buy |
+5,164
| New | +$313K | 0.13% | 79 |
|
|
2020
Q1 | – | Sell |
-102
| Closed | -$6K | – | 259 |
|
|
2019
Q4 | $6K | Buy |
+102
| New | +$6K | ﹤0.01% | 216 |
|