Bingham Osborn & Scarborough’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,801
| Closed | -$268K | – | 145 |
|
|
2019
Q4 | $268K | Buy |
+2,801
| New | +$268K | 0.02% | 132 |
|
|
2018
Q4 | – | Sell |
-5,357
| Closed | -$471K | – | 133 |
|
|
2018
Q3 | $471K | Hold |
5,357
| – | – | 0.04% | 88 |
|
|
2018
Q2 | $445K | Hold |
5,357
| – | – | 0.04% | 85 |
|
|
2018
Q1 | $449K | Hold |
5,357
| – | – | 0.04% | 83 |
|
|
2017
Q4 | $452K | Buy |
+5,357
| New | +$452K | 0.04% | 81 |
|