SRH Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-573
| Closed | -$33K | – | 285 |
|
|
2018
Q3 | $33K | Hold |
573
| – | – | 0.11% | 106 |
|
|
2018
Q2 | $30K | Hold |
573
| – | – | 0.11% | 105 |
|
|
2018
Q1 | $30K | Hold |
573
| – | – | 0.12% | 95 |
|
|
2017
Q4 | $30K | Hold |
573
| – | – | 0.12% | 88 |
|
|
2017
Q3 | $29K | Buy |
+573
| New | +$29K | 0.12% | 92 |
|