Shine Investment Advisory Services’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
Q3 | $38K | Sell |
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2020
Q2 | $43K | Sell |
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|
2020
Q1 | $313K | Hold |
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|
2019
Q4 | $381K | Hold |
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|
2019
Q3 | $372K | Buy |
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|
2019
Q2 | $352K | Hold |
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|
2019
Q1 | $335K | Hold |
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|
2018
Q4 | $299K | Hold |
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|
2018
Q3 | $325K | Hold |
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|
2018
Q2 | $303K | Hold |
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|
2018
Q1 | $296K | Hold |
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|
2017
Q4 | $301K | Hold |
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|
2017
Q3 | $287K | Hold |
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|
2017
Q2 | $279K | Hold |
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|
2017
Q1 | $272K | Buy |
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