Sowell Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-653
| Closed | -$67K | – | 542 |
|
|
2021
Q1 | $67K | Sell |
653
-37
| -5% | -$3.8K | ﹤0.01% | 1530 |
|
|
2020
Q4 | $67K | Sell |
690
-4,630
| -87% | -$450K | ﹤0.01% | 1295 |
|
|
2020
Q3 | $489K | Buy |
5,320
+1,018
| +24% | +$93.6K | 0.02% | 472 |
|
|
2020
Q2 | $377K | Buy |
4,302
+3,948
| +1,115% | +$346K | 0.02% | 531 |
|
|
2020
Q1 | $28K | Sell |
354
-7,665
| -96% | -$606K | ﹤0.01% | 1263 |
|
|
2019
Q4 | $769K | Buy |
8,019
+2,238
| +39% | +$215K | 0.06% | 324 |
|
|
2019
Q3 | $548K | Buy |
+5,781
| New | +$548K | 0.05% | 394 |
|