SAM
Strategic Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $346K | Buy |
5,239
+885
| +20% | +$58.4K | 0.6% | 32 |
|
|
2022
Q2 | $306K | Sell |
4,354
-8
| -0.2% | -$562 | 0.49% | 41 |
|
|
2022
Q1 | $338K | Sell |
4,362
-613
| -12% | -$47.5K | 0.48% | 41 |
|
|
2021
Q4 | $402K | Buy |
4,975
+3,225
| +184% | +$261K | 0.56% | 36 |
|
|
2021
Q3 | $131K | Buy |
+1,750
| New | +$131K | 0.18% | 78 |
|