PPWM
PFG Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,035
| Closed | -$209K | – | 303 |
|
|
2021
Q3 | $209K | Sell |
2,035
-235
| -10% | -$24.1K | 0.12% | 56 |
|
|
2021
Q2 | $233K | Hold |
2,270
| – | – | 0.15% | 55 |
|
|
2021
Q1 | $224K | Hold |
2,270
| – | – | 0.15% | 53 |
|
|
2020
Q4 | $220K | Hold |
2,270
| – | – | 0.17% | 45 |
|
|
2020
Q3 | $209K | Buy |
+2,270
| New | +$209K | 0.18% | 43 |
|
|
2020
Q1 | – | Sell |
-2,270
| Closed | -$218K | – | 42 |
|
|
2019
Q4 | $218K | Buy |
+2,270
| New | +$218K | 0.19% | 43 |
|