Southport Capital Management’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
Q1 | $342K | Sell |
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2021
Q4 | $361K | Buy |
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2021
Q3 | $324K | Sell |
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|
2021
Q2 | $1.64M | Hold |
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|
2021
Q1 | $1.54M | Sell |
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|
2020
Q4 | $1.77M | Sell |
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2020
Q3 | $1.7M | Hold |
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|
2020
Q2 | $1.61M | Hold |
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|
2020
Q1 | $1.44M | Sell |
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|
2019
Q4 | $1.85M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $427K | Buy |
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