Oak Harbor Wealth Partners’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 |
-458
| Closed | -$34K | – | 233 |
|
|
2023
Q2 | $34K | Hold |
458
| – | – | 0.01% | 198 |
|
|
2023
Q1 | $33.3K | Buy |
+458
| New | +$33.3K | 0.01% | 196 |
|
|
2022
Q2 | – | Sell |
-95
| Closed | -$7K | – | 231 |
|
|
2022
Q1 | $7K | Sell |
95
-44
| -32% | -$3.24K | ﹤0.01% | 227 |
|
|
2021
Q4 | $11K | Buy |
+139
| New | +$11K | ﹤0.01% | 225 |
|