BWM
BCS Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,712
| Closed | -$360K | – | 157 |
|
|
2020
Q4 | $360K | Sell |
3,712
-46
| -1% | -$4.46K | 0.19% | 96 |
|
|
2020
Q3 | $345K | Hold |
3,758
| – | – | 0.2% | 93 |
|
|
2020
Q2 | $329K | Hold |
3,758
| – | – | 0.2% | 93 |
|
|
2020
Q1 | $302K | Buy |
3,758
+603
| +19% | +$48.5K | 0.21% | 83 |
|
|
2019
Q4 | $302K | Buy |
+3,155
| New | +$302K | 0.2% | 80 |
|