BWA
BDO Wealth Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-140
| Closed | -$13K | – | 1141 |
|
|
2022
Q2 | $13K | Hold |
140
| – | – | ﹤0.01% | 644 |
|
|
2022
Q1 | $15K | Hold |
140
| – | – | ﹤0.01% | 655 |
|
|
2021
Q4 | $15K | Hold |
140
| – | – | ﹤0.01% | 675 |
|
|
2021
Q3 | $14K | Hold |
140
| – | – | ﹤0.01% | 681 |
|
|
2021
Q2 | $15K | Hold |
140
| – | – | ﹤0.01% | 690 |
|
|
2021
Q1 | $14K | Buy |
+140
| New | +$14K | ﹤0.01% | 682 |
|