WMS
Wealth Management Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $420K | Hold |
5,798
| – | – | 0.29% | 46 |
|
|
2023
Q2 | $431K | Sell |
5,798
-5,391
| -48% | -$401K | 0.28% | 48 |
|
|
2023
Q1 | $814K | Sell |
11,189
-2,192
| -16% | -$159K | 0.47% | 24 |
|
|
2022
Q4 | $965K | Sell |
13,381
-1,148
| -8% | -$82.8K | 0.51% | 24 |
|
|
2022
Q3 | $960K | Sell |
14,529
-1,467
| -9% | -$96.9K | 0.56% | 22 |
|
|
2022
Q2 | $1.12M | Sell |
15,996
-3,416
| -18% | -$240K | 0.63% | 21 |
|
|
2022
Q1 | $1.51M | Sell |
19,412
-27,169
| -58% | -$2.11M | 0.78% | 24 |
|
|
2021
Q4 | $3.77M | Buy |
+46,581
| New | +$3.77M | 1.94% | 13 |
|