Peterson Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,511
| Closed | -$239K | – | 21 |
|
|
2022
Q4 | $239K | Buy |
2,511
+7
| +0.3% | +$665 | 0.32% | 67 |
|
|
2022
Q3 | $222K | Buy |
2,504
+31
| +1% | +$2.75K | 0.22% | 70 |
|
|
2022
Q2 | $234K | Sell |
2,473
-41
| -2% | -$3.88K | 0.22% | 68 |
|
|
2022
Q1 | $263K | Sell |
2,514
-199
| -7% | -$20.9K | 0.22% | 72 |
|
|
2021
Q4 | $294K | Buy |
+2,713
| New | +$294K | 0.24% | 71 |
|