LCWP
Legacy Capital Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,823
| Closed | -$327K | – | 368 |
|
|
2025
Q1 | $327K | Buy |
+2,823
| New | +$327K | 0.08% | 262 |
|
|
2024
Q1 | – | Sell |
-2,480
| Closed | -$249K | – | 116 |
|
|
2023
Q4 | $249K | Sell |
2,480
-124,840
| -98% | -$12.5M | 0.07% | 244 |
|
|
2023
Q3 | $12.1M | Buy |
127,320
+62,443
| +96% | +$5.96M | 3.33% | 5 |
|
|
2023
Q2 | $6.36M | Sell |
64,877
-47,932
| -42% | -$4.7M | 5.29% | 8 |
|
|
2023
Q1 | $10.9M | Sell |
112,809
-1,987
| -2% | -$192K | 2.98% | 7 |
|
|
2022
Q4 | $10.9M | Buy |
114,796
+1,463
| +1% | +$139K | 5.21% | 4 |
|
|
2022
Q3 | $10M | Sell |
113,333
-435
| -0.4% | -$38.5K | 5.32% | 4 |
|
|
2022
Q2 | $10.8M | Buy |
113,768
+2,893
| +3% | +$273K | 5.4% | 4 |
|
|
2022
Q1 | $11.6M | Sell |
110,875
-28,566
| -20% | -$2.99M | 4.99% | 5 |
|
|
2021
Q4 | $14.9M | Sell |
139,441
-4,743,523
| -97% | -$506M | 6.14% | 7 |
|
|
2021
Q3 | $14.2M | Buy |
4,882,964
+4,876,559
| +76,137% | +$14.2M | 5.55% | 7 |
|
|
2021
Q2 | $659K | Sell |
6,405
-36,443
| -85% | -$3.75M | 0.36% | 19 |
|
|
2021
Q1 | $4.23M | Buy |
42,848
+2,037
| +5% | +$201K | 1.75% | 14 |
|
|
2020
Q4 | $3.96M | Buy |
+40,811
| New | +$3.96M | 1.69% | 14 |
|