Thrive Capital Management (Pennsylvania)’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
Q1
Sell
-2,787
Closed -$217K 206
2023
Q4
$217K Sell
2,787
-179
-6% -$14K 0.12% 140
2023
Q3
$215K Sell
2,966
-48
-2% -$3.47K 0.12% 126
2023
Q2
$224K Buy
+3,014
New +$224K 0.13% 127