BCA
Berman Capital Advisors’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
Q2 | – | Hold |
0
| – | – | – | 1585 |
|
|
2020
Q1 | – | Sell |
-2,150
| Closed | -$206K | – | 1440 |
|
|
2019
Q4 | $206K | Hold |
2,150
| – | – | 0.06% | 129 |
|
|
2019
Q3 | $203K | Buy |
+2,150
| New | +$203K | 0.06% | 127 |
|
|
2019
Q1 | – | Sell |
-3,863
| Closed | -$313K | – | 1334 |
|
|
2018
Q4 | $313K | Sell |
3,863
-588
| -13% | -$47.6K | 0.12% | 73 |
|
|
2018
Q3 | $391K | Buy |
+4,451
| New | +$391K | 0.16% | 65 |
|
|
2018
Q2 | – | Sell |
-3,482
| Closed | -$292K | – | 119 |
|
|
2018
Q1 | $292K | Sell |
3,482
-3,783
| -52% | -$317K | 0.11% | 81 |
|
|
2017
Q4 | $613K | Buy |
+7,265
| New | +$613K | 0.2% | 50 |
|