WWA
WCG Wealth Advisors’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 | – | Sell |
-15,900
| Closed | -$1.45M | – | 322 |
|
|
2024
Q3 | $1.45M | Sell |
15,900
-499
| -3% | -$45.6K | 0.1% | 185 |
|
|
2024
Q2 | $1.38M | Sell |
16,399
-12,828
| -44% | -$1.08M | 0.1% | 165 |
|
|
2024
Q1 | $2.44M | Sell |
29,227
-2,784
| -9% | -$233K | 0.2% | 107 |
|
|
2023
Q4 | $2.5M | Sell |
32,011
-11,018
| -26% | -$860K | 0.18% | 111 |
|
|
2023
Q3 | $3.11M | Buy |
43,029
+13,818
| +47% | +$1M | 0.23% | 96 |
|
|
2023
Q2 | $2.17M | Buy |
+29,211
| New | +$2.17M | 0.25% | 74 |
|