TFO Wealth Partners’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
Q4 | – | Sell |
-27
| Closed | -$2.01K | – | 1091 |
|
|
2023
Q3 | $2.01K | Hold |
27
| – | – | ﹤0.01% | 207 |
|
|
2023
Q2 | $2.01K | Hold |
27
| – | – | ﹤0.01% | 184 |
|
|
2023
Q1 | $1.96K | Sell |
27
-320
| -92% | -$23.3K | ﹤0.01% | 147 |
|
|
2022
Q4 | $7.88K | Buy |
347
+320
| +1,185% | +$7.27K | ﹤0.01% | 130 |
|
|
2022
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 126 |
|
|
2022
Q2 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 361 |
|
|
2021
Q2 | – | Sell |
-560
| Closed | -$39K | – | 185 |
|
|
2021
Q1 | $39K | Hold |
560
| – | – | 0.01% | 81 |
|
|
2020
Q4 | $38K | Hold |
560
| – | – | 0.01% | 57 |
|
|
2020
Q3 | $36K | Hold |
560
| – | – | 0.01% | 53 |
|
|
2020
Q2 | $34K | Buy |
+560
| New | +$34K | 0.01% | 57 |
|