Sugarloaf Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.6M | Sell |
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|
2024
Q3 | $2.42M | Sell |
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|
2024
Q2 | $2.24M | Sell |
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|
2024
Q1 | $2.42M | Buy |
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|
2023
Q4 | $2.26M | Sell |
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|
2023
Q3 | $2.28M | Hold |
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|
2023
Q2 | $2.34M | Sell |
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|
2023
Q1 | $2.34M | Sell |
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|
2022
Q4 | $2.33M | Sell |
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|
2022
Q3 | $2.19M | Buy |
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|
2022
Q2 | $2.26M | Buy |
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|
2022
Q1 | $2.5M | Buy |
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|
2021
Q4 | $2.61M | Buy |
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|
2021
Q3 | $2.37M | Sell |
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|
2021
Q2 | $2.41M | Buy |
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|
2021
Q1 | $2.31K | Sell |
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|
2020
Q4 | $2.33M | Sell |
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|
2020
Q3 | $2.24M | Sell |
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|
2020
Q2 | $2.16M | Sell |
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|
2020
Q1 | $2.11M | Sell |
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|
2019
Q4 | $2.92M | Buy |
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