WKWM
Walter & Keenan Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,385
| Closed | -$212K | – | 153 |
|
|
2024
Q4 | $212K | Hold |
2,385
| – | – | 0.06% | 145 |
|
|
2024
Q3 | $218K | Hold |
2,385
| – | – | 0.07% | 143 |
|
|
2024
Q2 | $200K | Buy |
+2,385
| New | +$200K | 0.06% | 145 |
|
|
2020
Q2 | – | Sell |
-6,010
| Closed | -$312K | – | 182 |
|
|
2020
Q1 | $312K | Buy |
+6,010
| New | +$312K | 0.12% | 85 |
|
|
2016
Q4 | – | Sell |
-4,770
| Closed | -$217K | – | 149 |
|
|
2016
Q3 | $217K | Buy |
+4,770
| New | +$217K | 0.12% | 128 |
|