Redwood Financial Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,407
| Closed | -$402K | – | 157 |
|
|
2023
Q2 | $402K | Sell |
5,407
-1,899
| -26% | -$141K | 0.38% | 92 |
|
|
2023
Q1 | $531K | Sell |
7,306
-863
| -11% | -$62.8K | 0.54% | 64 |
|
|
2022
Q4 | $589K | Sell |
8,169
-1,284
| -14% | -$92.6K | 0.67% | 49 |
|
|
2022
Q3 | $625K | Sell |
9,453
-183
| -2% | -$12.1K | 0.71% | 46 |
|
|
2022
Q2 | $677K | Buy |
9,636
+17
| +0.2% | +$1.19K | 0.74% | 45 |
|
|
2022
Q1 | $746K | Buy |
+9,619
| New | +$746K | 0.69% | 49 |
|