Zions Bancorporation’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-2,305
| Closed | -$162K | – | 1080 |
|
2022
Q2 | $162K | Hold |
2,305
| – | – | 0.02% | 329 |
|
2022
Q1 | $179K | Hold |
2,305
| – | – | 0.02% | 335 |
|
2021
Q4 | $186K | Hold |
2,305
| – | – | 0.02% | 311 |
|
2021
Q3 | $169K | Hold |
2,305
| – | – | 0.02% | 308 |
|
2021
Q2 | $170K | Buy |
+2,305
| New | +$170K | 0.02% | 304 |
|
2021
Q1 | – | Sell |
-161
| Closed | -$11K | – | 991 |
|
2020
Q4 | $11K | Hold |
161
| – | – | ﹤0.01% | 666 |
|
2020
Q3 | $10K | Sell |
161
-161
| -50% | -$10K | ﹤0.01% | 678 |
|
2020
Q2 | $20K | Buy |
+322
| New | +$20K | ﹤0.01% | 495 |
|