AWE
Avidian Wealth Enterprises’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,823
| Closed | -$253K | – | 486 |
|
|
2022
Q4 | $253K | Buy |
7,823
+51
| +0.7% | +$1.65K | 0.02% | 389 |
|
|
2022
Q3 | $216K | Sell |
7,772
-872
| -10% | -$24.2K | 0.02% | 379 |
|
|
2022
Q2 | $267K | Sell |
8,644
-90,901
| -91% | -$2.81M | 0.02% | 372 |
|
|
2022
Q1 | $3.67M | Buy |
99,545
+78,771
| +379% | +$2.9M | 0.22% | 79 |
|
|
2021
Q4 | $818K | Buy |
+20,774
| New | +$818K | 0.05% | 217 |
|