Nikulski Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,740
| Closed | -$204K | – | 132 |
|
|
2023
Q2 | $204K | Buy |
+2,740
| New | +$204K | 0.08% | 124 |
|
|
2021
Q1 | – | Sell |
-2,963
| Closed | -$201K | – | 126 |
|
|
2020
Q4 | $201K | Buy |
+2,963
| New | +$201K | 0.11% | 110 |
|
|
2020
Q2 | – | Sell |
-4,523
| Closed | -$244K | – | 109 |
|
|
2020
Q1 | $244K | Sell |
4,523
-4,163
| -48% | -$225K | 0.21% | 81 |
|
|
2019
Q4 | $586K | Buy |
8,686
+22
| +0.3% | +$1.48K | 0.42% | 48 |
|
|
2019
Q3 | $553K | Sell |
8,664
-106
| -1% | -$6.77K | 0.46% | 47 |
|
|
2019
Q2 | $554K | Buy |
8,770
+777
| +10% | +$49.1K | 0.47% | 46 |
|
|
2019
Q1 | $470K | Buy |
7,993
+761
| +11% | +$44.7K | 0.46% | 49 |
|
|
2018
Q4 | $379K | Buy |
7,232
+1,162
| +19% | +$60.9K | 0.4% | 49 |
|
|
2018
Q3 | $332K | Buy |
+6,070
| New | +$332K | 0.31% | 55 |
|