Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $553K | Sell |
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|
2023
Q3 | $580K | Sell |
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|
2023
Q2 | $726K | Sell |
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|
2023
Q1 | $742K | Buy |
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|
2022
Q4 | $532K | Sell |
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|
2022
Q3 | $614K | Sell |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $1.21M | Sell |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $825K | Buy |
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|
2021
Q2 | $812K | Sell |
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|
2021
Q1 | $1.19M | Sell |
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|
2020
Q4 | $1.91M | Buy |
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|
2020
Q3 | $1.69M | Buy |
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|
2020
Q2 | $1.49M | Buy |
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|
2020
Q1 | $995K | Buy |
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|
2019
Q4 | $454K | Sell |
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|
2019
Q3 | $1.09M | Buy |
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|
2019
Q2 | $249K | Sell |
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|
2019
Q1 | $240K | Buy |
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|
2018
Q4 | $13K | Sell |
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|
2018
Q3 | $20K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $285K | Buy |
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|
2017
Q4 | $212K | Buy |
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|
2017
Q3 | $199K | Buy |
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|
2017
Q2 | $188K | Buy |
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|
2017
Q1 | $169K | Sell |
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|
2016
Q4 | $180K | Buy |
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