Briggs Advisory Group’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $712K | Sell |
28,088
-4,170
| -13% | -$106K | 0.41% | 35 |
|
|
2023
Q2 | $821K | Sell |
32,258
-330
| -1% | -$8.4K | 0.46% | 30 |
|
|
2023
Q1 | $808K | Hold |
32,588
| – | – | 0.48% | 30 |
|
|
2022
Q4 | $755K | Buy |
32,588
+12,152
| +59% | +$282K | 0.48% | 32 |
|
|
2022
Q3 | $404K | Buy |
20,436
+5,268
| +35% | +$104K | 0.3% | 40 |
|
|
2022
Q2 | $336K | Buy |
+15,168
| New | +$336K | 0.25% | 42 |
|