WLPWM
Walled Lake Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-972
| Closed | -$100K | – | 104 |
|
|
2021
Q3 | $100K | Hold |
972
| – | – | 0.06% | 117 |
|
|
2021
Q2 | $100K | Buy |
972
+68
| +8% | +$7K | 0.07% | 116 |
|
|
2021
Q1 | $89K | Buy |
904
+20
| +2% | +$1.97K | 0.06% | 116 |
|
|
2020
Q4 | $86K | Buy |
884
+148
| +20% | +$14.4K | 0.07% | 106 |
|
|
2020
Q3 | $68K | Buy |
736
+139
| +23% | +$12.8K | 0.06% | 109 |
|
|
2020
Q2 | $52K | Buy |
+597
| New | +$52K | 0.04% | 107 |
|