MWM
Minot Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.88M | Sell |
40,983
-401
| -1% | -$28.2K | 0.74% | 42 |
|
|
2022
Q1 | $3.21M | Sell |
41,384
-2,650
| -6% | -$206K | 0.69% | 41 |
|
|
2021
Q4 | $3.56M | Buy |
44,034
+2,062
| +5% | +$167K | 0.69% | 45 |
|
|
2021
Q3 | $3.09M | Buy |
41,972
+2,207
| +6% | +$162K | 0.67% | 45 |
|
|
2021
Q2 | $2.98M | Sell |
39,765
-6,980
| -15% | -$522K | 0.65% | 45 |
|
|
2021
Q1 | $3.23M | Sell |
46,745
-5,945
| -11% | -$411K | 0.83% | 42 |
|
|
2020
Q4 | $3.58M | Sell |
52,690
-715
| -1% | -$48.5K | 1.07% | 34 |
|
|
2020
Q3 | $3.4M | Buy |
53,405
+1,038
| +2% | +$66.2K | 1.28% | 26 |
|
|
2020
Q2 | $3.18M | Buy |
52,367
+3,847
| +8% | +$233K | 1.59% | 21 |
|
|
2020
Q1 | $2.62M | Buy |
48,520
+16,795
| +53% | +$907K | 1.88% | 14 |
|
|
2019
Q4 | $2.15M | Buy |
+31,725
| New | +$2.15M | 0.98% | 33 |
|