Minot Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.88M | Sell |
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2022
Q1 | $3.21M | Sell |
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|
2021
Q4 | $3.56M | Buy |
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|
2021
Q3 | $3.08M | Buy |
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|
2021
Q2 | $2.98M | Sell |
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|
2021
Q1 | $3.23M | Sell |
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|
2020
Q4 | $3.58M | Sell |
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|
2020
Q3 | $3.4M | Buy |
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|
2020
Q2 | $3.17M | Buy |
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|
2020
Q1 | $2.62M | Buy |
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|
2019
Q4 | $2.15M | Buy |
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