KWM
Keebeck 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-43,856
| Closed | -$4.51M | – | 215 |
|
|
2021
Q2 | $4.51M | Sell |
43,856
-13,718
| -24% | -$1.41M | 0.65% | 36 |
|
|
2021
Q1 | $5.68M | Hold |
57,574
| – | – | 0.88% | 29 |
|
|
2020
Q4 | $5.58M | Buy |
57,574
+5,467
| +10% | +$530K | 0.97% | 25 |
|
|
2020
Q3 | $4.79M | Buy |
+52,107
| New | +$4.79M | 0.99% | 23 |
|