SYM Financial Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $267K | Hold |
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2025
Q2 | $264K | Hold |
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2025
Q1 | $263K | Hold |
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|
2024
Q4 | $249K | Hold |
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|
2024
Q3 | $256K | Sell |
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|
2024
Q2 | $255K | Buy |
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|
2024
Q1 | $12.2K | Sell |
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|
2023
Q4 | $37.9K | Buy |
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|
2023
Q3 | $10.6K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $351K | Buy |
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