Provenance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.79K | Hold |
51
| – | – | ﹤0.01% | 345 |
|
|
2025
Q1 | $4.78K | Hold |
51
| – | – | ﹤0.01% | 353 |
|
|
2024
Q4 | $4.53K | Hold |
51
| – | – | ﹤0.01% | 373 |
|
|
2024
Q3 | $4.66K | Hold |
51
| – | – | ﹤0.01% | 403 |
|
|
2024
Q2 | $4.28K | Buy |
+51
| New | +$4.28K | ﹤0.01% | 332 |
|
|
2023
Q4 | – | Sell |
-1,876
| Closed | -$136K | – | 614 |
|
|
2023
Q3 | $136K | Buy |
+1,876
| New | +$136K | 0.02% | 136 |
|