Peterson Wealth 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
Q4 | – | Sell |
-3,067
| Closed | -$203K | – | 68 |
|
|
2022
Q3 | $203K | Hold |
3,067
| – | – | 0.07% | 57 |
|
|
2022
Q2 | $215K | Hold |
3,067
| – | – | 0.07% | 53 |
|
|
2022
Q1 | $238K | Hold |
3,067
| – | – | 0.07% | 53 |
|
|
2021
Q4 | $248K | Hold |
3,067
| – | – | 0.07% | 53 |
|
|
2021
Q3 | $225K | Sell |
3,067
-141
| -4% | -$10.3K | 0.07% | 51 |
|
|
2021
Q2 | $236K | Hold |
3,208
| – | – | 0.08% | 51 |
|
|
2021
Q1 | $222K | Hold |
3,208
| – | – | 0.09% | 48 |
|
|
2020
Q4 | $218K | Hold |
3,208
| – | – | 0.1% | 45 |
|
|
2020
Q3 | $204K | Buy |
+3,208
| New | +$204K | 0.1% | 47 |
|
|
2020
Q1 | – | Sell |
-3,208
| Closed | -$210K | – | 57 |
|
|
2019
Q4 | $210K | Hold |
3,208
| – | – | 0.12% | 43 |
|
|
2019
Q3 | $206K | Buy |
+3,208
| New | +$206K | 0.13% | 41 |
|