RFP
RCS Financial Planning’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
Q1 | – | Sell |
-5,331
| Closed | -$416K | – | 76 |
|
|
2023
Q4 | $416K | Sell |
5,331
-4,030
| -43% | -$314K | 0.27% | 50 |
|
|
2023
Q3 | $681K | Buy |
9,361
+622
| +7% | +$45.3K | 0.52% | 37 |
|
|
2023
Q2 | $650K | Buy |
8,739
+2,073
| +31% | +$154K | 0.54% | 34 |
|
|
2023
Q1 | $485K | Buy |
6,666
+827
| +14% | +$60.2K | 0.43% | 38 |
|
|
2022
Q4 | $421K | Buy |
+5,839
| New | +$421K | 0.41% | 40 |
|