Silicon Valley Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-83,736
| Closed | -$5.08M | – | 55 |
|
|
2020
Q2 | $5.08M | Sell |
83,736
-74,100
| -47% | -$4.49M | 1.58% | 12 |
|
|
2020
Q1 | $8.53M | Sell |
157,836
-130,193
| -45% | -$7.03M | 3.41% | 9 |
|
|
2019
Q4 | $18.9M | Buy |
288,029
+47,219
| +20% | +$3.1M | 6.38% | 4 |
|
|
2019
Q3 | $15.4M | Buy |
240,810
+606
| +0.3% | +$38.8K | 6.04% | 4 |
|
|
2019
Q2 | $14.8M | Buy |
240,204
+43,087
| +22% | +$2.66M | 5.96% | 4 |
|
|
2019
Q1 | $11.6M | Sell |
197,117
-60
| -0% | -$3.53K | 4.95% | 4 |
|
|
2018
Q4 | $10.3M | Buy |
+197,177
| New | +$10.3M | 5.19% | 5 |
|