LRWA
Long Run Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,283
| Closed | -$237K | – | 99 |
|
|
2022
Q4 | $237K | Sell |
3,283
-295
| -8% | -$21.3K | 0.09% | 89 |
|
|
2022
Q3 | $237K | Sell |
3,578
-821
| -19% | -$54.4K | 0.09% | 86 |
|
|
2022
Q2 | $309K | Buy |
4,399
+34
| +0.8% | +$2.39K | 0.12% | 79 |
|
|
2022
Q1 | $336K | Sell |
4,365
-2,528
| -37% | -$195K | 0.12% | 80 |
|
|
2021
Q4 | $556K | Buy |
+6,893
| New | +$556K | 0.19% | 75 |
|