4WM
4J Wealth Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-13,913
| Closed | -$1.46M | – | 85 |
|
|
2022
Q1 | $1.46M | Sell |
13,913
-8,048
| -37% | -$842K | 1.27% | 19 |
|
|
2021
Q4 | $2.4M | Sell |
21,961
-5,164
| -19% | -$565K | 2.02% | 11 |
|
|
2021
Q3 | $2.73M | Buy |
27,125
+754
| +3% | +$75.9K | 2.37% | 9 |
|
|
2021
Q2 | $2.77M | Buy |
26,371
+647
| +3% | +$68K | 2.42% | 10 |
|
|
2021
Q1 | $2.64M | Sell |
25,724
-75
| -0.3% | -$7.69K | 2.45% | 8 |
|
|
2020
Q4 | $2.24M | Buy |
+25,799
| New | +$2.24M | 2.16% | 12 |
|