LFPWM
Leicht Financial Planning & 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
Q1 | – | Sell |
-3,687
| Closed | -$353K | – | 54 |
|
|
2019
Q4 | $353K | Sell |
3,687
-2,082
| -36% | -$199K | 0.32% | 48 |
|
|
2019
Q3 | $547K | Sell |
5,769
-295
| -5% | -$28K | 0.52% | 37 |
|
|
2019
Q2 | $559K | Sell |
6,064
-1,215
| -17% | -$112K | 0.55% | 42 |
|
|
2019
Q1 | $651K | Buy |
7,279
+4,580
| +170% | +$410K | 0.67% | 35 |
|
|
2018
Q4 | $219K | Buy |
+2,699
| New | +$219K | 0.29% | 38 |
|