Teamwork Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,302
| Closed | -$302K | – | 181 |
|
|
2024
Q3 | $302K | Sell |
3,302
-273
| -8% | -$24.9K | 0.04% | 130 |
|
|
2024
Q2 | $300K | Sell |
3,575
-1,025
| -22% | -$86.1K | 0.04% | 113 |
|
|
2024
Q1 | $384K | Buy |
+4,600
| New | +$384K | 0.06% | 124 |
|
|
2022
Q2 | – | Sell |
-2,947
| Closed | -$229K | – | 257 |
|
|
2022
Q1 | $229K | Buy |
+2,947
| New | +$229K | 0.04% | 227 |
|
|
2021
Q1 | – | Sell |
-9,910
| Closed | -$673K | – | 251 |
|
|
2020
Q4 | $673K | Sell |
9,910
-279
| -3% | -$18.9K | 0.16% | 108 |
|
|
2020
Q3 | $649K | Buy |
10,189
+346
| +4% | +$22K | 0.2% | 99 |
|
|
2020
Q2 | $597K | Buy |
+9,843
| New | +$597K | 0.21% | 96 |
|