Northstar Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.59M | Sell |
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2020
Q1 | $1.44M | Sell |
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|
2019
Q4 | $1.77M | Buy |
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|
2019
Q3 | $1.64M | Buy |
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|
2019
Q2 | $1.45M | Buy |
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|
2019
Q1 | $622K | Buy |
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|
2018
Q4 | $363K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $220K | Sell |
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|
2017
Q4 | $228K | Sell |
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|
2017
Q3 | $602K | Sell |
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|
2017
Q2 | $593K | Buy |
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|
2017
Q1 | $578K | Buy |
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