Avidian Wealth Enterprises’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
Q3 | – | Sell |
-3,688
| Closed | -$203K | – | 406 |
|
2023
Q2 | $203K | Sell |
3,688
-372
| -9% | -$20.5K | 0.01% | 396 |
|
2023
Q1 | $222K | Sell |
4,060
-11,894
| -75% | -$649K | 0.01% | 432 |
|
2022
Q4 | $846K | Buy |
15,954
+3,818
| +31% | +$203K | 0.06% | 199 |
|
2022
Q3 | $615K | Sell |
12,136
-450
| -4% | -$22.8K | 0.04% | 205 |
|
2022
Q2 | $698K | Buy |
+12,586
| New | +$698K | 0.05% | 214 |
|