Windsor Wealth Management’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
Q3 | $2.34M | Sell |
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|
2023
Q2 | $2.44M | Sell |
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|
2023
Q1 | $2.66M | Sell |
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|
2022
Q4 | $3.01M | Sell |
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|
2022
Q3 | $3.36M | Sell |
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|
2022
Q2 | $4.16M | Sell |
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|
2022
Q1 | $4.64M | Sell |
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|
2021
Q4 | $5.66M | Buy |
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|
2021
Q3 | $4.77M | Buy |
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|
2021
Q2 | $4.73M | Sell |
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|
2021
Q1 | $4.68M | Sell |
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|
2020
Q4 | $4.66M | Sell |
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|
2020
Q3 | $4.45M | Sell |
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|
2020
Q2 | $4.38M | Sell |
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|
2020
Q1 | $4.14M | Buy |
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|
2019
Q4 | $4.96M | Buy |
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|
2019
Q3 | $3.59M | Buy |
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|
2019
Q2 | $1.74M | Buy |
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|
2019
Q1 | $1.05M | Buy |
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|
2018
Q4 | $743K | Buy |
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