Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $804K | Sell |
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|
2022
Q3 | $738K | Hold |
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|
2022
Q2 | $784K | Sell |
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|
2022
Q1 | $875K | Buy |
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|
2021
Q4 | $903K | Buy |
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|
2021
Q3 | $821K | Sell |
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|
2021
Q2 | $830K | Sell |
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|
2021
Q1 | $793K | Sell |
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|
2020
Q4 | $783K | Sell |
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|
2020
Q3 | $766K | Sell |
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|
2020
Q2 | $739K | Sell |
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|
2020
Q1 | $674K | Buy |
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|
2019
Q4 | $724K | Hold |
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|
2019
Q3 | $707K | Hold |
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|
2019
Q2 | $681K | Hold |
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|
2019
Q1 | $649K | Hold |
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|
2018
Q4 | $578K | Hold |
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|
2018
Q3 | $629K | Hold |
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|
2018
Q2 | $586K | Hold |
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|
2018
Q1 | $573K | Sell |
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|
2017
Q4 | $672K | Sell |
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|
2017
Q3 | $658K | Sell |
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|
2017
Q2 | $649K | Hold |
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|
2017
Q1 | $633K | Hold |
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|
2016
Q4 | $600K | Sell |
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|
2016
Q3 | $656 | Sell |
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|
2016
Q2 | $687K | Sell |
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|
2016
Q1 | $719K | Buy |
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