Evoke Wealth’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
Q4 | – | Sell |
-209
| Closed | -$19K | – | 1025 |
|
|
2020
Q3 | $19K | Hold |
209
| – | – | ﹤0.01% | 481 |
|
|
2020
Q2 | $18K | Sell |
209
-1,163
| -85% | -$100K | ﹤0.01% | 478 |
|
|
2020
Q1 | $110K | Buy |
+1,372
| New | +$110K | 0.02% | 250 |
|
|
2019
Q4 | – | Sell |
-1,372
| Closed | -$130K | – | 1255 |
|
|
2019
Q3 | $130K | Buy |
+1,372
| New | +$130K | 0.02% | 326 |
|