Lido Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,422
| Closed | -$243K | – | 1205 |
|
|
2023
Q4 | $243K | Sell |
2,422
-33
| -1% | -$3.31K | ﹤0.01% | 1015 |
|
|
2023
Q3 | $234K | Buy |
2,455
+112
| +5% | +$10.7K | ﹤0.01% | 917 |
|
|
2023
Q2 | $230K | Sell |
2,343
-187
| -7% | -$18.3K | ﹤0.01% | 942 |
|
|
2023
Q1 | $245K | Buy |
+2,530
| New | +$245K | ﹤0.01% | 845 |
|
|
2017
Q1 | – | Sell |
-2,761
| Closed | -$200K | – | 239 |
|
|
2016
Q4 | $200K | Buy |
+2,761
| New | +$200K | 0.05% | 195 |
|