Ten Capital Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-192
| Closed | -$14K | – | 533 |
|
|
2023
Q1 | $14K | Buy |
192
+2
| +1% | +$145 | ﹤0.01% | 333 |
|
|
2022
Q4 | $13.7K | Buy |
190
+81
| +74% | +$5.84K | 0.01% | 279 |
|
|
2022
Q3 | $7K | Hold |
109
| – | – | ﹤0.01% | 370 |
|
|
2022
Q2 | $8K | Hold |
109
| – | – | ﹤0.01% | 288 |
|
|
2022
Q1 | $8K | Hold |
109
| – | – | ﹤0.01% | 324 |
|
|
2021
Q4 | $9K | Hold |
109
| – | – | ﹤0.01% | 314 |
|
|
2021
Q3 | $8K | Hold |
109
| – | – | ﹤0.01% | 288 |
|
|
2021
Q2 | $8K | Hold |
109
| – | – | ﹤0.01% | 337 |
|
|
2021
Q1 | $7K | Sell |
109
-49
| -31% | -$3.15K | ﹤0.01% | 289 |
|
|
2020
Q4 | $11K | Buy |
+158
| New | +$11K | ﹤0.01% | 256 |
|