Newport Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.46M | Hold |
|
|||||
|
2021
Q2 | $1.46M | Sell |
|
|||||
|
2021
Q1 | $1.39M | Buy |
|
|||||
|
2020
Q4 | $1.28M | Hold |
|
|||||
|
2020
Q3 | $1.29M | Buy |
|
|||||
|
2020
Q2 | $1.22M | Sell |
|
|||||
|
2020
Q1 | $1.42M | Sell |
|
|||||
|
2019
Q4 | $2.37M | Sell |
|
|||||
|
2019
Q3 | $2.34M | Sell |
|
|||||
|
2019
Q2 | $2.32M | Sell |
|
|||||
|
2019
Q1 | $2.19M | Sell |
|
|||||
|
2018
Q4 | $2.02M | Buy |
|
|||||
|
2018
Q3 | $463K | Sell |
|
|||||
|
2018
Q2 | $473K | Sell |
|
|||||
|
2018
Q1 | $697K | Sell |
|
|||||
|
2017
Q4 | $769K | Buy |
|