DY
Dowling & Yahnke’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $453K | Hold |
5,116
| – | – | 0.02% | 283 |
|
|
2022
Q2 | $483K | Hold |
5,116
| – | – | 0.02% | 277 |
|
|
2022
Q1 | $536K | Hold |
5,116
| – | – | 0.02% | 275 |
|
|
2021
Q4 | $554K | Hold |
5,116
| – | – | 0.03% | 269 |
|
|
2021
Q3 | $526K | Hold |
5,116
| – | – | 0.03% | 263 |
|
|
2021
Q2 | $526K | Buy |
5,116
+2,907
| +132% | +$299K | 0.03% | 255 |
|
|
2021
Q1 | $218K | Hold |
2,209
| – | – | 0.01% | 319 |
|
|
2020
Q4 | $214K | Hold |
2,209
| – | – | 0.02% | 308 |
|
|
2020
Q3 | $203K | Buy |
+2,209
| New | +$203K | 0.02% | 295 |
|
|
2017
Q4 | – | Sell |
-2,976
| Closed | -$242K | – | 292 |
|
|
2017
Q3 | $242K | Buy |
+2,976
| New | +$242K | 0.02% | 260 |
|