Stone House Investment Management’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
Q3 | – | Sell |
-274
| Closed | -$26.9K | – | 338 |
|
|
2023
Q2 | $26.9K | Buy |
274
+2
| +0.7% | +$196 | 0.01% | 103 |
|
|
2023
Q1 | $26.3K | Buy |
+272
| New | +$26.3K | 0.01% | 112 |
|
|
2018
Q2 | – | Sell |
-26,806
| Closed | -$2.25M | – | 48 |
|
|
2018
Q1 | $2.25M | Buy |
26,806
+954
| +4% | +$80K | 1.46% | 21 |
|
|
2017
Q4 | $2.18M | Sell |
25,852
-71
| -0.3% | -$5.99K | 1.48% | 20 |
|
|
2017
Q3 | $2.11M | Buy |
25,923
+23,037
| +798% | +$1.88M | 1.5% | 19 |
|
|
2017
Q2 | $228K | Buy |
2,886
+19
| +0.7% | +$1.5K | 0.16% | 36 |
|
|
2017
Q1 | $221K | Buy |
+2,867
| New | +$221K | 0.17% | 37 |
|