QP Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $425K | Buy |
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|
2023
Q2 | $397K | Buy |
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|
2023
Q1 | $380K | Sell |
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|
2022
Q4 | $388K | Sell |
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|
2022
Q3 | $2.57M | Sell |
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|
2022
Q2 | $2.79M | Sell |
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|
2022
Q1 | $3.23M | Sell |
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|
2021
Q4 | $3.44M | Sell |
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|
2021
Q3 | $3.27M | Sell |
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|
2021
Q2 | $3.29M | Sell |
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|
2021
Q1 | $3.09M | Sell |
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|
2020
Q4 | $3.07M | Sell |
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|
2020
Q3 | $3.06M | Buy |
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|
2020
Q2 | $2.78M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $984K | Buy |
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