WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $113K | Sell |
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|
2024
Q3 | $249K | Sell |
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2024
Q2 | $249K | Sell |
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2024
Q1 | $260K | Sell |
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|
2023
Q4 | $759K | Sell |
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|
2023
Q3 | $782K | Sell |
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|
2023
Q2 | $979K | Sell |
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|
2023
Q1 | $964K | Buy |
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|
2022
Q4 | $749K | Buy |
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|
2022
Q3 | $645K | Buy |
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|
2022
Q2 | $657K | Sell |
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|
2022
Q1 | $759K | Buy |
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