Lumature Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $287K | Buy |
|
|||||
|
2023
Q1 | $250K | Buy |
|
|||||
|
2022
Q4 | $144K | Sell |
|
|||||
|
2022
Q3 | $172K | Sell |
|
|||||
|
2022
Q2 | $206K | Sell |
|
|||||
|
2022
Q1 | $302K | Sell |
|
|||||
|
2021
Q4 | $397K | Sell |
|
|||||
|
2021
Q3 | $410K | Sell |
|
|||||
|
2021
Q2 | $459K | Sell |
|
|||||
|
2021
Q1 | $521K | Sell |
|
|||||
|
2020
Q4 | $774K | Buy |
|