SWMP
Signature Wealth Management Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,908
| Closed | -$212K | – | 110 |
|
|
2023
Q1 | $212K | Sell |
2,908
-325
| -10% | -$23.6K | 0.2% | 95 |
|
|
2022
Q4 | $233K | Sell |
3,233
-172
| -5% | -$12.4K | 0.23% | 87 |
|
|
2022
Q3 | $225K | Sell |
3,405
-285
| -8% | -$18.8K | 0.25% | 84 |
|
|
2022
Q2 | $259K | Hold |
3,690
| – | – | 0.27% | 83 |
|
|
2022
Q1 | $286K | Sell |
3,690
-349
| -9% | -$27.1K | 0.24% | 87 |
|
|
2021
Q4 | $327K | Sell |
4,039
-200
| -5% | -$16.2K | 0.28% | 77 |
|
|
2021
Q3 | $312K | Buy |
4,239
+13
| +0.3% | +$957 | 0.28% | 77 |
|
|
2021
Q2 | $311K | Sell |
4,226
-832
| -16% | -$61.2K | 0.28% | 80 |
|
|
2021
Q1 | $350K | Sell |
5,058
-1,951
| -28% | -$135K | 0.34% | 70 |
|
|
2020
Q4 | $476K | Buy |
+7,009
| New | +$476K | 0.48% | 51 |
|