Sugarloaf Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $38.1K | Buy |
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|
2024
Q3 | $39.4K | Sell |
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|
2024
Q2 | $39.3K | Sell |
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|
2024
Q1 | $58.2K | Buy |
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|
2023
Q4 | $37.3K | Sell |
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|
2023
Q3 | $135K | Hold |
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|
2023
Q2 | $138K | Sell |
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|
2023
Q1 | $171K | Sell |
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|
2022
Q4 | $168K | Sell |
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|
2022
Q3 | $187K | Buy |
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|
2022
Q2 | $167K | Buy |
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|
2022
Q1 | $184K | Hold |
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|
2021
Q4 | $191K | Buy |
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|
2021
Q3 | $180K | Hold |
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|
2021
Q2 | $181K | Buy |
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|
2021
Q1 | $211 | Sell |
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|
2020
Q4 | $251K | Sell |
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|
2020
Q3 | $271K | Sell |
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|
2020
Q2 | $282K | Sell |
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|
2020
Q1 | $414K | Sell |
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|
2019
Q4 | $812K | Buy |
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