Meridian Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,963
| Closed | -$586K | – | 81 |
|
|
2021
Q2 | $586K | Sell |
7,963
-15,948
| -67% | -$1.17M | 0.14% | 41 |
|
|
2021
Q1 | $1.65M | Sell |
23,911
-123,537
| -84% | -$8.55M | 0.5% | 21 |
|
|
2020
Q4 | $10M | Buy |
147,448
+2,305
| +2% | +$156K | 4.13% | 9 |
|
|
2020
Q3 | $9.25M | Buy |
145,143
+5,645
| +4% | +$360K | 4.66% | 8 |
|
|
2020
Q2 | $8.46M | Buy |
139,498
+15,319
| +12% | +$929K | 4.55% | 8 |
|
|
2020
Q1 | $6.71M | Buy |
124,179
+9,027
| +8% | +$488K | 3.99% | 7 |
|
|
2019
Q4 | $7.55M | Buy |
+115,152
| New | +$7.55M | 4.71% | 8 |
|