Spectrum Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.12M | Sell |
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|
2023
Q3 | $1.4M | Sell |
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|
2023
Q2 | $1.8M | Buy |
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|
2023
Q1 | $1.76M | Buy |
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|
2022
Q4 | $971K | Sell |
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|
2022
Q3 | $1.09M | Buy |
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|
2022
Q2 | $559K | Buy |
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|
2022
Q1 | $596K | Sell |
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|
2021
Q4 | $996K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $397K | Sell |
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|
2020
Q4 | $1.11M | Buy |
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