Wisconsin Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $334K | Hold |
8,240
| – | – | 0.12% | 105 |
|
|
2014
Q3 | $310K | Hold |
8,240
| – | – | 0.11% | 100 |
|
|
2014
Q2 | $307K | Sell |
8,240
-300
| -4% | -$11.2K | 0.11% | 101 |
|
|
2014
Q1 | $308K | Buy |
8,540
+100
| +1% | +$3.61K | 0.12% | 96 |
|
|
2013
Q4 | $300K | Sell |
8,440
-3,800
| -31% | -$135K | 0.12% | 89 |
|
|
2013
Q3 | $407K | Buy |
12,240
+1,800
| +17% | +$59.9K | 0.17% | 79 |
|
|
2013
Q2 | $340K | Buy |
+10,440
| New | +$340K | 0.14% | 79 |
|