WAS
Wealth Advisory Solutions’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
Q1 | – | Sell |
-2,654
| Closed | -$254K | – | 133 |
|
|
2020
Q4 | $254K | Sell |
2,654
-45,289
| -94% | -$4.33M | 0.07% | 137 |
|
|
2020
Q3 | $4.41M | Buy |
47,943
+23
| +0% | +$2.11K | 1.17% | 27 |
|
|
2020
Q2 | $4.2M | Buy |
47,920
+4,612
| +11% | +$404K | 1.17% | 27 |
|
|
2020
Q1 | $3.48M | Sell |
43,308
-2,808
| -6% | -$226K | 1.18% | 24 |
|
|
2019
Q4 | $4.42M | Buy |
+46,116
| New | +$4.42M | 1.16% | 22 |
|