Asset Planning Services (Pennsylvania)’s iShares Edge MSCI Min Vol Europe ETF EUMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-11,706
| Closed | -$285K | – | 84 |
|
|
2020
Q2 | $285K | Buy |
11,706
+134
| +1% | +$3.26K | 0.12% | 66 |
|
|
2020
Q1 | $255K | Hold |
11,572
| – | – | 0.13% | 64 |
|
|
2019
Q4 | $318K | Buy |
11,572
+84
| +0.7% | +$2.31K | 0.13% | 66 |
|
|
2019
Q3 | $292K | Hold |
11,488
| – | – | 0.13% | 64 |
|
|
2019
Q2 | $293K | Buy |
11,488
+246
| +2% | +$6.27K | 0.13% | 64 |
|
|
2019
Q1 | $280K | Hold |
11,242
| – | – | 0.13% | 63 |
|
|
2018
Q4 | $258K | Buy |
11,242
+857
| +8% | +$19.7K | 0.13% | 61 |
|
|
2018
Q3 | $252K | Hold |
10,385
| – | – | 0.12% | 62 |
|
|
2018
Q2 | $256K | Buy |
10,385
+178
| +2% | +$4.39K | 0.13% | 61 |
|
|
2018
Q1 | $259K | Hold |
10,207
| – | – | 0.13% | 61 |
|
|
2017
Q4 | $259K | Buy |
10,207
+105
| +1% | +$2.66K | 0.13% | 60 |
|
|
2017
Q3 | $255K | Buy |
10,102
+1,810
| +22% | +$45.7K | 0.14% | 59 |
|
|
2017
Q2 | $203K | Buy |
8,292
+3,387
| +69% | +$82.9K | 0.13% | 68 |
|
|
2017
Q1 | $112K | Hold |
4,905
| – | – | 0.08% | 97 |
|
|
2016
Q4 | $104K | Buy |
4,905
+651
| +15% | +$13.8K | 0.08% | 93 |
|
|
2016
Q3 | $99K | Hold |
4,254
| – | – | 0.08% | 93 |
|
|
2016
Q2 | $98K | Buy |
4,254
+3,129
| +278% | +$72.1K | 0.08% | 103 |
|
|
2016
Q1 | $26K | Buy |
+1,125
| New | +$26K | 0.02% | 159 |
|