Tempus Wealth Planning’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
Q1 | – | Sell |
-2,311
| Closed | -$205K | – | 270 |
|
|
2024
Q4 | $205K | Sell |
2,311
-694
| -23% | -$61.6K | 0.06% | 236 |
|
|
2024
Q3 | $274K | Sell |
3,005
-505
| -14% | -$46.1K | 0.1% | 180 |
|
|
2024
Q2 | $295K | Sell |
3,510
-1,238
| -26% | -$104K | 0.12% | 157 |
|
|
2024
Q1 | $397K | Sell |
4,748
-455
| -9% | -$38K | 0.17% | 130 |
|
|
2023
Q4 | $406K | Buy |
5,203
+1,040
| +25% | +$81.2K | 0.18% | 120 |
|
|
2023
Q3 | $301K | Sell |
4,163
-147
| -3% | -$10.6K | 0.15% | 123 |
|
|
2023
Q2 | $320K | Buy |
4,310
+273
| +7% | +$20.3K | 0.14% | 134 |
|
|
2023
Q1 | $294K | Buy |
4,037
+722
| +22% | +$52.5K | 0.14% | 128 |
|
|
2022
Q4 | $239K | Buy |
3,315
+9
| +0.3% | +$649 | 0.15% | 157 |
|
|
2022
Q3 | $219K | Buy |
+3,306
| New | +$219K | 0.15% | 159 |
|