Wealth & Pension Services Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.94M | Sell |
30,331
-444
| -1% | -$28.5K | 1.41% | 18 |
|
|
2019
Q2 | $1.9M | Buy |
30,775
+33
| +0.1% | +$2.04K | 1.38% | 20 |
|
|
2019
Q1 | $1.81M | Buy |
30,742
+1,270
| +4% | +$74.7K | 1.41% | 21 |
|
|
2018
Q4 | $1.54M | Buy |
29,472
+357
| +1% | +$18.7K | 1.39% | 24 |
|
|
2018
Q3 | $1.66M | Buy |
29,115
+12,507
| +75% | +$714K | 1.67% | 18 |
|
|
2018
Q2 | $883K | Buy |
+16,608
| New | +$883K | 1.12% | 21 |
|