PWM
Prentice Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-705
| Closed | -$49K | – | 176 |
|
|
2022
Q2 | $49K | Buy |
+705
| New | +$49K | 0.05% | 71 |
|
|
2021
Q4 | – | Sell |
-705
| Closed | -$52K | – | 297 |
|
|
2021
Q3 | $52K | Hold |
705
| – | – | 0.03% | 173 |
|
|
2021
Q2 | $52K | Hold |
705
| – | – | 0.03% | 175 |
|
|
2021
Q1 | $49K | Buy |
+705
| New | +$49K | 0.03% | 176 |
|