CWA
Cypress Wealth Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-10,727
| Closed | -$475K | – | 195 |
|
|
2016
Q1 | $475K | Hold |
10,727
| – | – | 0.22% | 100 |
|
|
2015
Q4 | $522K | Buy |
10,727
+1,876
| +21% | +$91.3K | 0.26% | 87 |
|
|
2015
Q3 | $441K | Hold |
8,851
| – | – | 0.24% | 98 |
|
|
2015
Q2 | $511K | Buy |
+8,851
| New | +$511K | 0.3% | 86 |
|