Viridian RIA’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,457
| Closed | -$292K | – | 58 |
|
|
2019
Q4 | $292K | Buy |
4,457
+657
| +17% | +$43K | 0.1% | 52 |
|
|
2019
Q3 | $244K | Hold |
3,800
| – | – | 0.1% | 53 |
|
|
2019
Q2 | $235K | Sell |
3,800
-66
| -2% | -$4.08K | 0.09% | 54 |
|
|
2019
Q1 | $227K | Sell |
3,866
-1,179
| -23% | -$69.2K | 0.1% | 49 |
|
|
2018
Q4 | $264K | Sell |
5,045
-4,941
| -49% | -$259K | 0.13% | 51 |
|
|
2018
Q3 | $569K | Buy |
+9,986
| New | +$569K | 0.25% | 44 |
|