Pinnacle Wealth Management Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $221K | Sell |
|
|||||
|
2021
Q2 | $286K | Sell |
|
|||||
|
2021
Q1 | $432K | Sell |
|
|||||
|
2020
Q4 | $3.72M | Sell |
|
|||||
|
2020
Q3 | $3.71M | Sell |
|
|||||
|
2020
Q2 | $3.83M | Sell |
|
|||||
|
2020
Q1 | $4.37M | Sell |
|
|||||
|
2019
Q4 | $7.67M | Buy |
|
|||||
|
2019
Q3 | $5.84M | Buy |
|
|||||
|
2019
Q2 | $1.66M | Buy |
|
|||||
|
2019
Q1 | $1.48M | Buy |
|
|||||
|
2018
Q4 | $960K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $990K | Sell |
|
|||||
|
2017
Q4 | $1.08M | Buy |
|
|||||
|
2017
Q3 | $992K | Buy |
|
|||||
|
2017
Q2 | $958K | Sell |
|
|||||
|
2017
Q1 | $997K | Buy |
|
|||||
|
2016
Q4 | $836K | Sell |
|
|||||
|
2016
Q3 | $1.21M | Buy |
|
|||||
|
2016
Q2 | $1.14M | Buy |
|
|||||
|
2016
Q1 | $576K | Buy |
|