Alterna Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,284
| Closed | -$266K | – | 100 |
|
|
2020
Q1 | $266K | Sell |
4,284
-478
| -10% | -$29.7K | 0.38% | 53 |
|
|
2019
Q4 | $355K | Hold |
4,762
| – | – | 0.39% | 55 |
|
|
2019
Q3 | $349K | Sell |
4,762
-531
| -10% | -$38.9K | 0.41% | 53 |
|
|
2019
Q2 | $384K | Sell |
5,293
-1,005
| -16% | -$72.9K | 0.46% | 56 |
|
|
2019
Q1 | $453K | Buy |
+6,298
| New | +$453K | 0.38% | 66 |
|