Resurgent Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,232
| Closed | -$252K | – | 458 |
|
|
2023
Q4 | $252K | Sell |
3,232
-1,072
| -25% | -$83.6K | 0.15% | 145 |
|
|
2023
Q3 | $312K | Buy |
4,304
+214
| +5% | +$15.5K | 0.21% | 109 |
|
|
2023
Q2 | $304K | Buy |
4,090
+265
| +7% | +$19.7K | 0.2% | 107 |
|
|
2023
Q1 | $278K | Sell |
3,825
-128
| -3% | -$9.31K | 0.19% | 113 |
|
|
2022
Q4 | $285K | Buy |
3,953
+820
| +26% | +$59.1K | 0.15% | 145 |
|
|
2022
Q3 | $207K | Buy |
3,133
+129
| +4% | +$8.52K | 0.14% | 182 |
|
|
2022
Q2 | $211K | Buy |
3,004
+354
| +13% | +$24.9K | 0.14% | 167 |
|
|
2022
Q1 | $206K | Buy |
+2,650
| New | +$206K | 0.13% | 173 |
|