Milestone Advisory 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
Q3 | $2.64M | Buy |
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|
2023
Q2 | $2.63M | Sell |
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|
2023
Q1 | $2.97M | Sell |
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|
2022
Q4 | $3.01M | Sell |
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|
2022
Q3 | $2.87M | Buy |
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|
2022
Q2 | $3.07M | Sell |
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|
2022
Q1 | $5.58M | Sell |
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|
2021
Q4 | $5.99M | Sell |
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|
2021
Q3 | $5.6M | Sell |
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|
2021
Q2 | $5.69M | Sell |
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|
2021
Q1 | $5.42M | Sell |
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|
2020
Q4 | $5.51M | Sell |
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|
2020
Q3 | $9.9M | Buy |
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|
2020
Q2 | $8.87M | Buy |
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|
2020
Q1 | $2.89M | Buy |
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|
2019
Q4 | $3.41M | Sell |
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|
2019
Q3 | $3.38M | Buy |
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|
2019
Q2 | $2.89M | Buy |
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|
2019
Q1 | $2.39M | Buy |
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