EWM
Edge Wealth Management’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 | – | Sell |
-170
| Closed | -$14K | – | 664 |
|
|
2020
Q1 | $14K | Hold |
170
| – | – | ﹤0.01% | 356 |
|
|
2019
Q4 | $16K | Sell |
170
-225
| -57% | -$21.2K | ﹤0.01% | 357 |
|
|
2019
Q3 | $37K | Sell |
395
-115
| -23% | -$10.8K | 0.01% | 276 |
|
|
2019
Q2 | $47K | Buy |
510
+170
| +50% | +$15.7K | 0.01% | 262 |
|
|
2019
Q1 | $30K | Buy |
+340
| New | +$30K | 0.01% | 284 |
|