Peterson Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $15.1K | Buy |
+166
| New | +$15.1K | 0.06% | 169 |
|
|
2023
Q1 | – | Sell |
-2,858
| Closed | -$206K | – | 71 |
|
|
2022
Q4 | $206K | Buy |
+2,858
| New | +$206K | 0.27% | 74 |
|
|
2022
Q2 | – | Sell |
-3,544
| Closed | -$275K | – | 76 |
|
|
2022
Q1 | $275K | Sell |
3,544
-217
| -6% | -$16.8K | 0.23% | 68 |
|
|
2021
Q4 | $304K | Buy |
+3,761
| New | +$304K | 0.25% | 70 |
|