American Economic Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $575K | Buy |
10,052
+1,415
| +16% | +$80.9K | 0.16% | 50 |
|
|
2019
Q2 | $508K | Buy |
8,637
+705
| +9% | +$41.5K | 0.15% | 52 |
|
|
2019
Q1 | $470K | Buy |
7,932
+279
| +4% | +$16.5K | 0.15% | 49 |
|
|
2018
Q4 | $428K | Sell |
7,653
-297
| -4% | -$16.6K | 0.14% | 50 |
|
|
2018
Q3 | $471K | Buy |
7,950
+489
| +7% | +$29K | 0.17% | 40 |
|
|
2018
Q2 | $432K | Sell |
7,461
-436
| -6% | -$25.2K | 0.16% | 44 |
|
|
2018
Q1 | $492K | Sell |
7,897
-108
| -1% | -$6.73K | 0.18% | 44 |
|
|
2017
Q4 | $486K | Buy |
8,005
+200
| +3% | +$12.1K | 0.18% | 43 |
|
|
2017
Q3 | $453K | Buy |
7,805
+226
| +3% | +$13.1K | 0.17% | 42 |
|
|
2017
Q2 | $420K | Sell |
7,579
-58
| -0.8% | -$3.21K | 0.17% | 44 |
|
|
2017
Q1 | $409K | Buy |
7,637
+331
| +5% | +$17.7K | 0.16% | 40 |
|
|
2016
Q4 | $357K | Buy |
7,306
+352
| +5% | +$17.2K | 0.15% | 37 |
|
|
2016
Q3 | $375K | Buy |
6,954
+563
| +9% | +$30.4K | 0.15% | 31 |
|
|
2016
Q2 | $330K | Buy |
6,391
+1,127
| +21% | +$58.2K | 0.13% | 37 |
|
|
2016
Q1 | $270K | Buy |
+5,264
| New | +$270K | 0.11% | 43 |
|