WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $86K | Hold |
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|
2017
Q1 | $84K | Buy |
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|
2016
Q4 | $76K | Sell |
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|
2016
Q3 | $88K | Buy |
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|
2016
Q2 | $89K | Buy |
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|
2016
Q1 | $45K | Buy |
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|
2015
Q4 | $30K | Hold |
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|
2015
Q3 | $29K | Sell |
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|
2015
Q2 | $66K | Sell |
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|
2015
Q1 | $68K | Sell |
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|
2014
Q4 | $104K | Sell |
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|
2014
Q3 | $174K | Buy |
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|
2014
Q2 | $79K | Buy |
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|
2014
Q1 | $30K | Buy |
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