MKD Wealth Coaches’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
Q1 | – | Sell |
-5,427
| Closed | -$368K | – | 26 |
|
|
2020
Q4 | $368K | Sell |
5,427
-106,844
| -95% | -$7.24M | 0.59% | 17 |
|
|
2020
Q3 | $7.16M | Sell |
112,271
-31,414
| -22% | -$2M | 10.22% | 3 |
|
|
2020
Q2 | $8.71M | Buy |
143,685
+40,686
| +40% | +$2.47M | 11% | 2 |
|
|
2020
Q1 | $5.56M | Sell |
102,999
-6,963
| -6% | -$376K | 7.46% | 3 |
|
|
2019
Q4 | $7.21M | Sell |
109,962
-1,850
| -2% | -$121K | 6.14% | 2 |
|
|
2019
Q3 | $7.17M | Buy |
111,812
+752
| +0.7% | +$48.2K | 7.45% | 2 |
|
|
2019
Q2 | $6.86M | Sell |
111,060
-4,284
| -4% | -$264K | 6.11% | 3 |
|
|
2019
Q1 | $6.78M | Buy |
+115,344
| New | +$6.78M | 6.85% | 2 |
|