Westbourne Investment Advisors’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
2020
Q1
Sell
-4,351
Closed -$285K 93
2019
Q4
$285K Hold
4,351
0.19% 83
2019
Q3
$279K Buy
+4,351
New +$279K 0.21% 82
2018
Q4
Sell
-1,204
Closed -$69K 150
2018
Q3
$69K Buy
+1,204
New +$69K 0.05% 138