LWCFA
Loring Wolcott & Coolidge Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-114
| Closed | -$9.22K | – | 582 |
|
|
2024
Q1 | $9.22K | Buy |
+114
| New | +$9.22K | ﹤0.01% | 498 |
|
|
2021
Q1 | – | Sell |
-1,030
| Closed | -$70K | – | 684 |
|
|
2020
Q4 | $70K | Buy |
+1,030
| New | +$70K | ﹤0.01% | 393 |
|
|
2014
Q3 | – | Sell |
-1,500
| Closed | -$56K | – | 617 |
|
|
2014
Q2 | $56K | Buy |
+1,500
| New | +$56K | ﹤0.01% | 426 |
|