MAP
Milestone Advisory Partners’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
Q3 | $2.64M | Buy |
36,469
+1,137
| +3% | +$82.3K | 2.2% | 16 |
|
|
2023
Q2 | $2.63M | Sell |
35,332
-5,502
| -13% | -$409K | 2.38% | 14 |
|
|
2023
Q1 | $2.97M | Sell |
40,834
-901
| -2% | -$65.5K | 2.74% | 13 |
|
|
2022
Q4 | $3.01M | Sell |
41,735
-1,610
| -4% | -$116K | 2.24% | 14 |
|
|
2022
Q3 | $2.87M | Buy |
43,345
+163
| +0.4% | +$10.8K | 2.15% | 13 |
|
|
2022
Q2 | $3.07M | Sell |
43,182
-28,765
| -40% | -$2.04M | 2.49% | 12 |
|
|
2022
Q1 | $5.58M | Sell |
71,947
-2,047
| -3% | -$159K | 3.01% | 10 |
|
|
2021
Q4 | $5.99M | Sell |
73,994
-2,223
| -3% | -$180K | 3.02% | 9 |
|
|
2021
Q3 | $5.6M | Sell |
76,217
-1,104
| -1% | -$81.1K | 3.29% | 8 |
|
|
2021
Q2 | $5.69M | Sell |
77,321
-995
| -1% | -$73.2K | 3% | 9 |
|
|
2021
Q1 | $5.42M | Sell |
78,316
-2,825
| -3% | -$195K | 2.9% | 11 |
|
|
2020
Q4 | $5.51M | Sell |
81,141
-74,284
| -48% | -$5.04M | 3.14% | 11 |
|
|
2020
Q3 | $9.91M | Buy |
155,425
+9,056
| +6% | +$577K | 6.16% | 6 |
|
|
2020
Q2 | $8.87M | Buy |
146,369
+92,790
| +173% | +$5.63M | 5.22% | 7 |
|
|
2020
Q1 | $2.89M | Buy |
53,579
+1,581
| +3% | +$85.4K | 2.01% | 11 |
|
|
2019
Q4 | $3.41M | Sell |
51,998
-788
| -1% | -$51.7K | 1.79% | 17 |
|
|
2019
Q3 | $3.38M | Buy |
52,786
+5,994
| +13% | +$384K | 1.91% | 17 |
|
|
2019
Q2 | $2.89M | Buy |
46,792
+6,163
| +15% | +$380K | 1.76% | 17 |
|
|
2019
Q1 | $2.39M | Buy |
+40,629
| New | +$2.39M | 1.54% | 19 |
|