Sanford Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $8.55M | Buy |
89,940
+1,983
| +2% | +$188K | 2.04% | 12 |
|
|
2022
Q3 | $7.79M | Buy |
87,957
+1,175
| +1% | +$104K | 2.22% | 11 |
|
|
2022
Q2 | $8.2M | Sell |
86,782
-1,151
| -1% | -$109K | 2.32% | 10 |
|
|
2022
Q1 | $9.22M | Sell |
87,933
-839
| -0.9% | -$87.9K | 2.51% | 10 |
|
|
2021
Q4 | $9.61M | Sell |
88,772
-4,407
| -5% | -$477K | 2.17% | 11 |
|
|
2021
Q3 | $9.57M | Sell |
93,179
-2,815
| -3% | -$289K | 2.4% | 10 |
|
|
2021
Q2 | $9.87M | Sell |
95,994
-2,489
| -3% | -$256K | 2.54% | 9 |
|
|
2021
Q1 | $9.72M | Sell |
98,483
-1,192
| -1% | -$118K | 2.71% | 9 |
|
|
2020
Q4 | $9.66M | Buy |
+99,675
| New | +$9.66M | 3.09% | 7 |
|