BWM
BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-642
| Closed | -$56K | – | 900 |
|
|
2020
Q2 | $56K | Sell |
642
-757
| -54% | -$66K | 0.01% | 341 |
|
|
2020
Q1 | $112K | Hold |
1,399
| – | – | 0.02% | 249 |
|
|
2019
Q4 | $134K | Hold |
1,399
| – | – | 0.02% | 251 |
|
|
2019
Q3 | $133K | Hold |
1,399
| – | – | 0.03% | 235 |
|
|
2019
Q2 | $129K | Buy |
+1,399
| New | +$129K | 0.03% | 241 |
|