Winslow Evans & Crocker’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $158K | Buy |
|
|||||
|
2020
Q3 | $30K | Hold |
|
|||||
|
2020
Q2 | $29K | Sell |
|
|||||
|
2020
Q1 | $30K | Sell |
|
|||||
|
2019
Q4 | $134K | Buy |
|
|||||
|
2019
Q3 | $116K | Hold |
|
|||||
|
2019
Q2 | $112K | Hold |
|
|||||
|
2019
Q1 | $106K | Buy |
|
|||||
|
2018
Q4 | $92K | Hold |
|
|||||
|
2018
Q3 | $100K | Buy |
|
|||||
|
2018
Q2 | $86K | Hold |
|
|||||
|
2018
Q1 | $81.3K | Sell |
|
|||||
|
2017
Q4 | $148K | Sell |
|
|||||
|
2017
Q3 | $151K | Sell |
|
|||||
|
2017
Q2 | $390K | Sell |
|
|||||
|
2017
Q1 | $471K | Sell |
|
|||||
|
2016
Q4 | $1.75M | Sell |
|
|||||
|
2016
Q3 | $2.2M | Sell |
|
|||||
|
2016
Q2 | $2.27M | Buy |
|
|||||
|
2016
Q1 | $1.96M | Buy |
|
|||||
|
2015
Q4 | $166K | Buy |
|