CWP
Concord Wealth Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-23
| Closed | -$1.5K | – | 875 |
|
|
2023
Q3 | $1.5K | Sell |
23
-295
| -93% | -$19.2K | ﹤0.01% | 908 |
|
|
2023
Q2 | $21.5K | Buy |
318
+306
| +2,550% | +$20.7K | ﹤0.01% | 495 |
|
|
2023
Q1 | $812 | Sell |
12
-3,611
| -100% | -$244K | ﹤0.01% | 914 |
|
|
2022
Q4 | $230K | Buy |
+3,623
| New | +$230K | 0.07% | 148 |
|