Clear Perspectives Financial Planning’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 | $24.5K | Hold |
253
| – | – | 0.01% | 101 |
|
|
2022
Q4 | $24K | Hold |
253
| – | – | 0.01% | 115 |
|
|
2022
Q3 | $22K | Sell |
253
-70
| -22% | -$6.09K | 0.01% | 121 |
|
|
2022
Q2 | $31K | Sell |
323
-275
| -46% | -$26.4K | 0.01% | 104 |
|
|
2022
Q1 | $63K | Sell |
598
-30
| -5% | -$3.16K | 0.02% | 88 |
|
|
2021
Q4 | $68K | Hold |
628
| – | – | 0.03% | 88 |
|
|
2021
Q3 | $65K | Hold |
628
| – | – | 0.03% | 89 |
|
|
2021
Q2 | $65K | Hold |
628
| – | – | 0.03% | 90 |
|
|
2021
Q1 | $62K | Sell |
628
-5
| -0.8% | -$494 | 0.04% | 81 |
|
|
2020
Q4 | $61K | Buy |
+633
| New | +$61K | 0.04% | 79 |
|