Tradewinds Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-97
| Closed | -$7.02K | – | 528 |
|
|
2023
Q3 | $7.02K | Buy |
+97
| New | +$7.02K | ﹤0.01% | 262 |
|
|
2021
Q3 | – | Sell |
-260
| Closed | -$19K | – | 811 |
|
|
2021
Q2 | $19K | Sell |
260
-18
| -6% | -$1.32K | ﹤0.01% | 376 |
|
|
2021
Q1 | $19K | Sell |
278
-35
| -11% | -$2.39K | ﹤0.01% | 354 |
|
|
2020
Q4 | $21K | Buy |
+313
| New | +$21K | ﹤0.01% | 321 |
|