Alta Wealth Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,416
| Closed | -$241K | – | 136 |
|
|
2023
Q1 | $241K | Sell |
4,416
-21
| -0.5% | -$1.15K | 0.15% | 129 |
|
|
2022
Q4 | $235K | Sell |
4,437
-4,551
| -51% | -$241K | 0.16% | 133 |
|
|
2022
Q3 | $456K | Sell |
8,988
-40
| -0.4% | -$2.03K | 0.33% | 95 |
|
|
2022
Q2 | $499K | Sell |
9,028
-68
| -0.7% | -$3.76K | 0.35% | 87 |
|
|
2022
Q1 | $555K | Buy |
9,096
+93
| +1% | +$5.67K | 0.33% | 98 |
|
|
2021
Q4 | $566K | Buy |
9,003
+176
| +2% | +$11.1K | 0.35% | 93 |
|
|
2021
Q3 | $553K | Hold |
8,827
| – | – | 0.4% | 89 |
|
|
2021
Q2 | $566K | Sell |
8,827
-213
| -2% | -$13.7K | 0.41% | 90 |
|
|
2021
Q1 | $571K | Hold |
9,040
| – | – | 0.48% | 81 |
|
|
2020
Q4 | $552K | Buy |
+9,040
| New | +$552K | 0.46% | 77 |
|