SWM
SVA Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.55M | Buy |
22,839
+1,471
| +7% | +$99.8K | 0.14% | 112 |
|
|
2020
Q3 | $1.36M | Sell |
21,368
-8,346
| -28% | -$532K | 0.14% | 112 |
|
|
2020
Q2 | $1.8M | Buy |
29,714
+20,984
| +240% | +$1.27M | 0.19% | 98 |
|
|
2020
Q1 | $472K | Buy |
8,730
+1,671
| +24% | +$90.3K | 0.05% | 145 |
|
|
2019
Q4 | $463K | Buy |
+7,059
| New | +$463K | 0.04% | 159 |
|
|
2015
Q3 | – | Sell |
-6,520
| Closed | -$263K | – | 210 |
|
|
2015
Q2 | $263K | Sell |
6,520
-1,720
| -21% | -$69.4K | 0.05% | 183 |
|
|
2015
Q1 | $340K | Buy |
+8,240
| New | +$340K | 0.06% | 171 |
|