WealthSource Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $27.2M | Sell |
|
|||||
|
2023
Q3 | $31.3M | Buy |
|
|||||
|
2023
Q2 | $30.1M | Buy |
|
|||||
|
2023
Q1 | $29.3M | Buy |
|
|||||
|
2022
Q4 | $18M | Sell |
|
|||||
|
2022
Q3 | $16.6M | Buy |
|
|||||
|
2022
Q2 | $16.6M | Buy |
|
|||||
|
2022
Q1 | $14.5M | Buy |
|
|||||
|
2021
Q4 | $12M | Buy |
|
|||||
|
2021
Q3 | $4.79M | Sell |
|
|||||
|
2021
Q2 | $5.05M | Sell |
|
|||||
|
2021
Q1 | $5.81M | Sell |
|
|||||
|
2020
Q4 | $14.3M | Buy |
|
|||||
|
2020
Q3 | $12.9M | Sell |
|
|||||
|
2020
Q2 | $12.5M | Sell |
|
|||||
|
2020
Q1 | $22.5M | Buy |
|
|||||
|
2019
Q4 | $26M | Buy |
|
|||||
|
2019
Q3 | $25M | Buy |
|
|||||
|
2019
Q2 | $23.7M | Buy |
|
|||||
|
2019
Q1 | $6.23M | Buy |
|
|||||
|
2018
Q4 | $4.77M | Buy |
|
|||||
|
2018
Q3 | $2.74M | Buy |
|
|||||
|
2018
Q2 | $2.17M | Sell |
|
|||||
|
2018
Q1 | $2.16M | Sell |
|
|||||
|
2017
Q4 | $2.35M | Buy |
|
|||||
|
2017
Q3 | $2.17M | Buy |
|
|||||
|
2017
Q2 | $1.94M | Buy |
|
|||||
|
2017
Q1 | $1.78M | Sell |
|
|||||
|
2016
Q4 | $2.15M | Buy |
|
|||||
|
2016
Q3 | $2.14M | Sell |
|
|||||
|
2016
Q2 | $2.18M | Buy |
|
|||||
|
2016
Q1 | $1.82M | Buy |
|