Tyler-Stone Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-234
| Closed | -$24.5K | – | 323 |
|
|
2024
Q2 | $24.5K | Hold |
234
| – | – | 0.01% | 480 |
|
|
2024
Q1 | $24.6K | Hold |
234
| – | – | 0.01% | 476 |
|
|
2023
Q4 | $23.5K | Hold |
234
| – | – | 0.01% | 469 |
|
|
2023
Q3 | $22K | Hold |
234
| – | – | 0.01% | 460 |
|
|
2023
Q2 | $23K | Buy |
+234
| New | +$23K | 0.01% | 453 |
|
|
2022
Q4 | $22K | Hold |
234
| – | – | 0.02% | 430 |
|
|
2022
Q3 | $21K | Hold |
234
| – | – | 0.02% | 420 |
|
|
2022
Q2 | $22K | Hold |
234
| – | – | 0.01% | 428 |
|
|
2022
Q1 | $25K | Hold |
234
| – | – | 0.01% | 434 |
|
|
2021
Q4 | $25K | Buy |
+234
| New | +$25K | 0.01% | 463 |
|