TW
Transform Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,816
| Closed | -$243K | – | 227 |
|
|
2020
Q3 | $243K | Sell |
3,816
-36,851
| -91% | -$2.35M | 0.04% | 197 |
|
|
2020
Q2 | $2.47M | Buy |
+40,667
| New | +$2.47M | 0.42% | 68 |
|
|
2019
Q3 | – | Sell |
-158,654
| Closed | -$9.79M | – | 236 |
|
|
2019
Q2 | $9.79M | Buy |
+158,654
| New | +$9.79M | 1.44% | 14 |
|