PS
Planned Solutions’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-809
| Closed | -$73.9K | – | 605 |
|
|
2024
Q3 | $73.9K | Buy |
+809
| New | +$73.9K | 0.03% | 252 |
|
|
2024
Q1 | – | Sell |
-809
| Closed | -$63.1K | – | 526 |
|
|
2023
Q4 | $63.1K | Buy |
+809
| New | +$63.1K | 0.03% | 250 |
|
|
2021
Q1 | – | Sell |
-2,521
| Closed | -$171K | – | 387 |
|
|
2020
Q4 | $171K | Hold |
2,521
| – | – | 0.14% | 61 |
|
|
2020
Q3 | $161K | Buy |
+2,521
| New | +$161K | 0.16% | 56 |
|