San Francisco Sentry Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $739K | Sell |
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|
2021
Q1 | $703K | Hold |
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|
2020
Q4 | $690K | Sell |
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|
2020
Q3 | $655K | Buy |
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|
2020
Q2 | $621K | Buy |
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|
2020
Q1 | $551K | Buy |
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|
2019
Q4 | $632K | Buy |
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|
2019
Q3 | $582K | Hold |
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|
2019
Q2 | $560K | Buy |
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|
2019
Q1 | $532K | Sell |
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|
2018
Q4 | $493K | Buy |
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|
2018
Q3 | $509K | Buy |
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|
2018
Q2 | $454K | Hold |
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|
2018
Q1 | $443K | Sell |
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|
2017
Q4 | $472K | Hold |
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|
2017
Q3 | $450K | Buy |
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|
2017
Q2 | $401K | Buy |
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|
2017
Q1 | $353K | Hold |
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|
2016
Q4 | $335K | Buy |
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