WFWM
Wechter Feldman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-210,535
| Closed | -$14.6M | – | 26 |
|
|
2021
Q1 | $14.6M | Sell |
210,535
-13,912
| -6% | -$963K | 10.74% | 4 |
|
|
2020
Q4 | $15.2M | Sell |
224,447
-1,643
| -0.7% | -$112K | 11.27% | 4 |
|
|
2020
Q3 | $14.4M | Buy |
226,090
+3,399
| +2% | +$217K | 11.31% | 4 |
|
|
2020
Q2 | $13.5M | Buy |
+222,691
| New | +$13.5M | 12.24% | 4 |
|