Zullo Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-972
| Closed | -$70.1K | – | 680 |
|
|
2022
Q4 | $70.1K | Sell |
972
-10
| -1% | -$721 | 0.04% | 234 |
|
|
2022
Q3 | $65K | Sell |
982
-31
| -3% | -$2.05K | 0.04% | 237 |
|
|
2022
Q2 | $71K | Sell |
1,013
-251
| -20% | -$17.6K | 0.04% | 239 |
|
|
2022
Q1 | $98K | Hold |
1,264
| – | – | 0.05% | 229 |
|
|
2021
Q4 | $102K | Buy |
+1,264
| New | +$102K | 0.05% | 227 |
|