Mount Yale Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,170
| Closed | -$695K | – | 406 |
|
|
2020
Q4 | $695K | Sell |
7,170
-178
| -2% | -$17.3K | 0.1% | 214 |
|
|
2020
Q3 | $675K | Hold |
7,348
| – | – | 0.1% | 204 |
|
|
2020
Q2 | $644K | Sell |
7,348
-1,531
| -17% | -$134K | 0.12% | 186 |
|
|
2020
Q1 | $713K | Buy |
8,879
+6,628
| +294% | +$532K | 0.16% | 131 |
|
|
2019
Q4 | $218K | Buy |
+2,251
| New | +$218K | 0.04% | 304 |
|