YorkBridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-350
| Closed | -$32K | – | 176 |
|
|
2019
Q2 | $32K | Hold |
350
| – | – | 0.01% | 413 |
|
|
2019
Q1 | $31K | Hold |
350
| – | – | 0.01% | 406 |
|
|
2018
Q4 | $28K | Hold |
350
| – | – | 0.01% | 387 |
|
|
2018
Q3 | $31K | Hold |
350
| – | – | 0.01% | 417 |
|
|
2018
Q2 | $29K | Hold |
350
| – | – | 0.01% | 439 |
|
|
2018
Q1 | $29K | Hold |
350
| – | – | 0.01% | 439 |
|
|
2017
Q4 | $29K | Hold |
350
| – | – | 0.01% | 436 |
|
|
2017
Q3 | $28K | Buy |
+350
| New | +$28K | 0.01% | 447 |
|