MLA
My Legacy Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,395
| Closed | -$235K | – | 211 |
|
|
2023
Q1 | $235K | Sell |
2,395
-206
| -8% | -$20.2K | 0.1% | 196 |
|
|
2022
Q4 | $250K | Sell |
2,601
-1,092
| -30% | -$105K | 0.11% | 186 |
|
|
2022
Q3 | $324K | Sell |
3,693
-3,673
| -50% | -$322K | 0.16% | 175 |
|
|
2022
Q2 | $701K | Sell |
7,366
-4,550
| -38% | -$433K | 0.35% | 104 |
|
|
2022
Q1 | $1.25M | Buy |
+11,916
| New | +$1.25M | 0.58% | 42 |
|