Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $372K | Buy |
3,912
+1,950
| +99% | +$185K | 0.05% | 268 |
|
|
2022
Q3 | $174K | Sell |
1,962
-17
| -0.9% | -$1.51K | 0.06% | 252 |
|
|
2022
Q2 | $187K | Sell |
1,979
-432
| -18% | -$40.8K | 0.06% | 246 |
|
|
2022
Q1 | $253K | Buy |
+2,411
| New | +$253K | 0.07% | 221 |
|
|
2021
Q3 | $281K | Sell |
2,731
-410
| -13% | -$42.2K | 0.1% | 164 |
|
|
2021
Q2 | $323K | Sell |
3,141
-74
| -2% | -$7.61K | 0.12% | 139 |
|
|
2021
Q1 | $317K | Buy |
+3,215
| New | +$317K | 0.18% | 98 |
|