Personal Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,770
| Closed | -$215K | – | 495 |
|
|
2022
Q1 | $215K | Buy |
2,770
+176
| +7% | +$13.7K | ﹤0.01% | 469 |
|
|
2021
Q4 | $210K | Buy |
+2,594
| New | +$210K | ﹤0.01% | 520 |
|
|
2021
Q3 | – | Sell |
-2,909
| Closed | -$214K | – | 514 |
|
|
2021
Q2 | $214K | Buy |
+2,909
| New | +$214K | ﹤0.01% | 463 |
|
|
2021
Q1 | – | Sell |
-6,482
| Closed | -$440K | – | 495 |
|
|
2020
Q4 | $440K | Buy |
6,482
+3,319
| +105% | +$225K | ﹤0.01% | 319 |
|
|
2020
Q3 | $202K | Buy |
+3,163
| New | +$202K | ﹤0.01% | 401 |
|