GRAHAM CAPITAL WEALTH MANAGEMENT, LLC USMV Holdings History
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, GRAHAM CAPITAL WEALTH MANAGEMENT, LLC held - shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling N/A. This investment constitutes 0% of their stock portfolio, and GRAHAM CAPITAL WEALTH MANAGEMENT, LLC now holds 0% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2023Q1. And since then GRAHAM CAPITAL WEALTH MANAGEMENT, LLC has made 3 purchases of USMV, at an average price of $81.26, for a total of 74,619.00 shares. In addition, there have been 4 sales at an average price of $90.86 for 74,619.00 shares. Based on historical transaction data and USMV's current price of $93.01, GRAHAM CAPITAL WEALTH MANAGEMENT, LLC's estimated gain on his USMV holdings is $715,859.86, reflecting a 11.81% gain to date.
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC USMV ($93.01) Holding Chart
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC USMV ($93.01) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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