SPWG
Sage Private Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-258
| Closed | -$17K | – | 174 |
|
|
2022
Q3 | $17K | Hold |
258
| – | – | 0.02% | 120 |
|
|
2022
Q2 | $18K | Hold |
258
| – | – | 0.03% | 120 |
|
|
2022
Q1 | $20K | Hold |
258
| – | – | 0.02% | 121 |
|
|
2021
Q4 | $20K | Hold |
258
| – | – | 0.02% | 120 |
|
|
2021
Q3 | $19K | Hold |
258
| – | – | 0.03% | 121 |
|
|
2021
Q2 | $19K | Hold |
258
| – | – | 0.03% | 114 |
|
|
2021
Q1 | $18K | Hold |
258
| – | – | 0.03% | 122 |
|
|
2020
Q4 | $18K | Buy |
+258
| New | +$18K | 0.05% | 110 |
|