Regent Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $334K | Sell |
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|
2022
Q3 | $307K | Sell |
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|
2022
Q2 | $335K | Buy |
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|
2022
Q1 | $358K | Hold |
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|
2021
Q4 | $374K | Hold |
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|
2021
Q3 | $339K | Sell |
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|
2021
Q2 | $341K | Sell |
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|
2021
Q1 | $321K | Hold |
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|
2020
Q4 | $315K | Hold |
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|
2020
Q3 | $296K | Buy |
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|
2020
Q2 | $279K | Buy |
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|
2020
Q1 | $244K | Buy |
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|
2019
Q4 | $291K | Buy |
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