Clear Perspectives Financial Planning’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$24.5K Hold
2022
Q4
$24K Hold
2022
Q3
$22K Sell
2022
Q2
$31K Sell
2022
Q1
$63K Sell
2021
Q4
$68K Hold
2021
Q3
$65K Hold
2021
Q2
$65K Hold
2021
Q1
$62K Sell
2020
Q4
$61K Buy