TAM
Tucker Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $7.73K | Buy |
87
+6
| +7% | +$533 | ﹤0.01% | 847 |
|
|
2024
Q3 | $7.4K | Sell |
81
-2
| -2% | -$183 | ﹤0.01% | 792 |
|
|
2024
Q2 | $6.97K | Hold |
83
| – | – | ﹤0.01% | 952 |
|
|
2024
Q1 | $6.94K | Hold |
83
| – | – | ﹤0.01% | 976 |
|
|
2023
Q4 | $6.48K | Hold |
83
| – | – | ﹤0.01% | 816 |
|
|
2023
Q3 | $6.01K | Sell |
83
-208
| -71% | -$15.1K | ﹤0.01% | 783 |
|
|
2023
Q2 | $21.6K | Buy |
291
+196
| +206% | +$14.6K | 0.01% | 388 |
|
|
2023
Q1 | $6.91K | Buy |
95
+54
| +132% | +$3.93K | ﹤0.01% | 634 |
|
|
2022
Q4 | $2.97K | Sell |
41
-14
| -25% | -$1.02K | ﹤0.01% | 510 |
|
|
2022
Q3 | $3.92K | Sell |
55
-44
| -44% | -$3.13K | ﹤0.01% | 469 |
|
|
2022
Q2 | $6.95K | Sell |
99
-57
| -37% | -$4K | ﹤0.01% | 291 |
|
|
2022
Q1 | $12.1K | Buy |
156
+83
| +114% | +$6.44K | ﹤0.01% | 211 |
|
|
2021
Q4 | $5.91K | Hold |
73
| – | – | ﹤0.01% | 291 |
|
|
2021
Q3 | $5.66K | Hold |
73
| – | – | ﹤0.01% | 233 |
|
|
2021
Q2 | $5.37K | Sell |
73
-164
| -69% | -$12.1K | ﹤0.01% | 223 |
|
|
2021
Q1 | $16.4K | Sell |
237
-396
| -63% | -$27.4K | 0.01% | 151 |
|
|
2020
Q4 | $43K | Buy |
+633
| New | +$43K | 0.03% | 72 |
|