Total Clarity Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-886
| Closed | -$62K | – | 938 |
|
|
2022
Q2 | $62K | Buy |
+886
| New | +$62K | 0.03% | 382 |
|
|
2022
Q1 | – | Sell |
-358
| Closed | -$29K | – | 877 |
|
|
2021
Q4 | $29K | Hold |
358
| – | – | 0.01% | 494 |
|
|
2021
Q3 | $26K | Buy |
+358
| New | +$26K | 0.01% | 516 |
|
|
2021
Q2 | – | Sell |
-358
| Closed | -$24K | – | 716 |
|
|
2021
Q1 | $24K | Buy |
+358
| New | +$24K | 0.01% | 443 |
|
|
2020
Q1 | – | Sell |
-518
| Closed | -$34K | – | 590 |
|
|
2019
Q4 | $34K | Buy |
+518
| New | +$34K | 0.03% | 329 |
|