Toth Financial Advisory’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 |
-93
| Closed | -$7.26K | – | 768 |
|
|
2023
Q4 | $7.26K | Buy |
93
+7
| +8% | +$546 | ﹤0.01% | 485 |
|
|
2023
Q3 | $6.23K | Hold |
86
| – | – | ﹤0.01% | 497 |
|
|
2023
Q2 | $6.39K | Buy |
+86
| New | +$6.39K | ﹤0.01% | 520 |
|
|
2020
Q3 | – | Sell |
-195
| Closed | -$12K | – | 606 |
|
|
2020
Q2 | $12K | Hold |
195
| – | – | ﹤0.01% | 331 |
|
|
2020
Q1 | $11K | Hold |
195
| – | – | ﹤0.01% | 269 |
|
|
2019
Q4 | $13K | Buy |
195
+8
| +4% | +$533 | ﹤0.01% | 285 |
|
|
2019
Q3 | $12K | Buy |
+187
| New | +$12K | ﹤0.01% | 304 |
|