Income Preservation Blend Portfolio ACWV Holdings History
Income Preservation Blend Portfolio's iShares MSCI Global Min Vol Factor ETF Holding Summary
As of 2023-05-31, Income Preservation Blend Portfolio held 154,057.00 shares of iShares MSCI Global Min Vol Factor ETF(ACWV), totaling $14.84 Mil. This investment constitutes 4.19% of their stock portfolio, and Income Preservation Blend Portfolio now holds 0.33% of the outstanding iShares MSCI Global Min Vol Factor ETF(ACWV) stock.
The initial trade took place in 2020Q3. And since then Income Preservation Blend Portfolio has made 5 purchases of ACWV, at an average price of $92.14, for a total of 282,681.00 shares. In addition, there have been 6 sales at an average price of $102.05 for 128,624.00 shares. Based on historical transaction data and ACWV's current price of $118.46, Income Preservation Blend Portfolio's estimated gain on his ACWV holdings is $5.33 Mil, reflecting a 20.46% gain to date.
Income Preservation Blend Portfolio ACWV ($118.46) Holding Chart
Income Preservation Blend Portfolio ACWV ($118.46) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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