WealthPLAN Partners’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-32
Closed -$3.14K 324
2023
Q2
$3.14K Hold
32
﹤0.01% 993
2023
Q1
$3.1K Buy
+32
New +$3.1K ﹤0.01% 1068
2016
Q3
$4.13K Sell
55
-55
-50% -$4.13K ﹤0.01% 757
2016
Q2
$4.2K Buy
+110
New +$4.2K ﹤0.01% 2042