Retirement Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $124K | Buy |
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|
2023
Q4 | $116K | Buy |
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|
2023
Q3 | $92.2K | Hold |
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|
2023
Q2 | $94.6K | Sell |
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|
2023
Q1 | $103K | Sell |
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|
2022
Q4 | $103K | Buy |
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|
2022
Q3 | $54K | Sell |
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|
2022
Q2 | $106K | Sell |
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|
2022
Q1 | $127K | Sell |
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|
2021
Q4 | $158K | Sell |
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|
2021
Q3 | $188K | Sell |
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|
2021
Q2 | $206K | Sell |
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|
2021
Q1 | $236K | Sell |
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|
2020
Q4 | $420K | Sell |
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|
2020
Q3 | $1.21M | Sell |
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|
2020
Q2 | $1.17M | Buy |
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|
2019
Q4 | $1.21M | Buy |
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