SFC
SYM Financial Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.72M | Buy |
39,810
+717
| +2% | +$85K | 0.53% | 18 |
|
|
2025
Q1 | $4.55M | Buy |
39,093
+1,594
| +4% | +$185K | 0.56% | 18 |
|
|
2024
Q4 | $4.09M | Buy |
37,499
+309
| +0.8% | +$33.7K | 0.53% | 20 |
|
|
2024
Q3 | $4.26M | Buy |
37,190
+544
| +1% | +$62.3K | 0.57% | 15 |
|
|
2024
Q2 | $3.83M | Buy |
36,646
+2,024
| +6% | +$212K | 0.61% | 16 |
|
|
2024
Q1 | $3.64M | Buy |
34,622
+6,510
| +23% | +$685K | 0.6% | 15 |
|
|
2023
Q4 | $2.82M | Buy |
28,112
+5,358
| +24% | +$538K | 0.46% | 19 |
|
|
2023
Q3 | $2.17M | Buy |
22,754
+2,282
| +11% | +$218K | 0.39% | 20 |
|
|
2023
Q2 | $2.01M | Buy |
20,472
+999
| +5% | +$98K | 0.41% | 17 |
|
|
2023
Q1 | $1.88M | Sell |
19,473
-801
| -4% | -$77.5K | 0.42% | 19 |
|
|
2022
Q4 | $1.93M | Buy |
20,274
+1,521
| +8% | +$145K | 0.46% | 16 |
|
|
2022
Q3 | $1.66M | Buy |
18,753
+2,389
| +15% | +$212K | 0.8% | 19 |
|
|
2022
Q2 | $1.55M | Buy |
16,364
+6,817
| +71% | +$644K | 0.73% | 14 |
|
|
2022
Q1 | $1M | Buy |
9,547
+2,970
| +45% | +$311K | 0.43% | 17 |
|
|
2021
Q4 | $712K | Buy |
6,577
+560
| +9% | +$60.6K | 0.28% | 19 |
|
|
2021
Q3 | $618K | Buy |
6,017
+1,139
| +23% | +$117K | 0.36% | 17 |
|
|
2021
Q2 | $502K | Buy |
4,878
+1,072
| +28% | +$110K | 0.29% | 16 |
|
|
2021
Q1 | $375K | Buy |
3,806
+835
| +28% | +$82.3K | 0.22% | 21 |
|
|
2020
Q4 | $288K | Sell |
2,971
-1
| -0% | -$97 | 0.21% | 24 |
|
|
2020
Q3 | $273K | Buy |
+2,972
| New | +$273K | 0.2% | 19 |
|
|
2019
Q1 | – | Sell |
-13,688
| Closed | -$1.11M | – | 67 |
|
|
2018
Q4 | $1.11M | Buy |
+13,688
| New | +$1.11M | 0.44% | 14 |
|