Sanchez Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $9.35M | Buy |
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|
2020
Q2 | $8.67M | Buy |
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2020
Q1 | $7.7M | Buy |
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|
2019
Q4 | $9.25M | Sell |
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|
2019
Q3 | $9.46M | Buy |
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|
2019
Q2 | $8.93M | Buy |
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|
2019
Q1 | $8.4M | Buy |
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|
2018
Q4 | $7.18M | Buy |
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|
2018
Q3 | $777K | Buy |
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|
2018
Q2 | $685K | Buy |
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|
2018
Q1 | $614K | Sell |
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|
2017
Q4 | $8.85M | Buy |
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