MWA
Monograph Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,723
| Closed | -$212K | – | 161 |
|
|
2023
Q4 | $212K | Buy |
+2,723
| New | +$212K | 0.04% | 100 |
|
|
2023
Q3 | – | Sell |
-2,723
| Closed | -$202K | – | 127 |
|
|
2023
Q2 | $202K | Buy |
+2,723
| New | +$202K | 0.04% | 81 |
|
|
2023
Q1 | – | Sell |
-4,621
| Closed | -$333K | – | 97 |
|
|
2022
Q4 | $333K | Buy |
+4,621
| New | +$333K | 0.09% | 68 |
|
|
2022
Q2 | – | Sell |
-2,723
| Closed | -$211K | – | 88 |
|
|
2022
Q1 | $211K | Hold |
2,723
| – | – | 0.05% | 82 |
|
|
2021
Q4 | $220K | Buy |
+2,723
| New | +$220K | 0.06% | 79 |
|