Avant Capital’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-2,140
| Closed | -$203K | – | 57 |
|
2022
Q4 | $203K | Buy |
+2,140
| New | +$203K | 0.25% | 56 |
|
2022
Q3 | – | Sell |
-2,149
| Closed | -$203K | – | 51 |
|
2022
Q2 | $203K | Buy |
2,149
+14
| +0.7% | +$1.32K | 0.26% | 53 |
|
2022
Q1 | $224K | Sell |
2,135
-114
| -5% | -$12K | 0.25% | 54 |
|
2021
Q4 | $244K | Buy |
+2,249
| New | +$244K | 0.27% | 52 |
|