Nachman Norwood & Parrott’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
Q2 | $960K | Buy |
13,040
+41
| +0.3% | +$3.02K | 0.1% | 134 |
|
|
2021
Q1 | $899K | Hold |
12,999
| – | – | 0.1% | 134 |
|
|
2020
Q4 | $882K | Buy |
12,999
+1,258
| +11% | +$85.4K | 0.1% | 126 |
|
|
2020
Q3 | $748K | Buy |
11,741
+29
| +0.2% | +$1.85K | 0.1% | 128 |
|
|
2020
Q2 | $710K | Sell |
11,712
-117
| -1% | -$7.09K | 0.12% | 128 |
|
|
2020
Q1 | $639K | Buy |
11,829
+182
| +2% | +$9.83K | 0.13% | 118 |
|
|
2019
Q4 | $764K | Buy |
11,647
+34
| +0.3% | +$2.23K | 0.13% | 131 |
|
|
2019
Q3 | $744K | Buy |
11,613
+78
| +0.7% | +$5K | 0.13% | 125 |
|
|
2019
Q2 | $712K | Hold |
11,535
| – | – | 0.13% | 126 |
|
|
2019
Q1 | $678K | Buy |
11,535
+2,052
| +22% | +$121K | 0.13% | 125 |
|
|
2018
Q4 | $497K | Buy |
+9,483
| New | +$497K | 0.1% | 139 |
|