Professional Planning’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
2020 Q3	–	Sell	-6,984	Closed	-$423K	–	104
2020 Q2	$423K	Sell	6,984 -5,891	-46%	-$357K	0.23%	74
2020 Q1	$684K	Sell	12,875 -4,868	-27%	-$259K	0.8%	28
2019 Q4	$1.16M	Buy	17,743 +2,395	+16%	+$157K	1.01%	27
2019 Q3	$984K	Buy	+15,348	New	+$984K	1.05%	25