Sandy Cove 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
2022
Q3
Sell
-3,000
Closed -$211K 80
2022
Q2
$211K Hold
3,000
0.19% 69
2022
Q1
$233K Hold
3,000
0.19% 75
2021
Q4
$243K Buy
+3,000
New +$243K 0.2% 66