SYM Financial Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Hold |
2,809
| – | – | 0.03% | 239 |
|
|
2025
Q1 | $263K | Hold |
2,809
| – | – | 0.03% | 198 |
|
|
2024
Q4 | $249K | Hold |
2,809
| – | – | 0.03% | 186 |
|
|
2024
Q3 | $256K | Sell |
2,809
-225
| -7% | -$20.5K | 0.03% | 136 |
|
|
2024
Q2 | $255K | Buy |
3,034
+2,888
| +1,978% | +$242K | 0.04% | 113 |
|
|
2024
Q1 | $12.2K | Sell |
146
-340
| -70% | -$28.4K | ﹤0.01% | 152 |
|
|
2023
Q4 | $37.9K | Buy |
486
+340
| +233% | +$26.5K | 0.01% | 147 |
|
|
2023
Q3 | $10.6K | Buy |
+146
| New | +$10.6K | ﹤0.01% | 159 |
|
|
2020
Q1 | – | Sell |
-5,358
| Closed | -$351K | – | 91 |
|
|
2019
Q4 | $351K | Buy |
+5,358
| New | +$351K | 0.23% | 20 |
|