TrueWealth LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $174K | Buy |
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|
2020
Q1 | $152K | Buy |
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|
2019
Q4 | $184K | Hold |
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|
2019
Q3 | $180K | Sell |
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|
2019
Q2 | $184K | Hold |
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|
2019
Q1 | $175K | Buy |
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|
2018
Q4 | $152K | Hold |
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|
2018
Q3 | $166K | Hold |
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|
2018
Q2 | $154K | Hold |
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2018
Q1 | $151K | Hold |
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|
2017
Q4 | $153K | Buy |
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