CWA
Cypress Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,559
| Closed | -$316K | – | 65 |
|
|
2017
Q2 | $316K | Sell |
4,559
-2,973
| -39% | -$206K | 0.37% | 57 |
|
|
2017
Q1 | $497K | Hold |
7,532
| – | – | 0.23% | 97 |
|
|
2016
Q4 | $461K | Sell |
7,532
-11,877
| -61% | -$727K | 0.21% | 98 |
|
|
2016
Q3 | $1.31M | Buy |
19,409
+4,610
| +31% | +$312K | 0.59% | 39 |
|
|
2016
Q2 | $983K | Buy |
14,799
+3,008
| +26% | +$200K | 0.49% | 48 |
|
|
2016
Q1 | $783K | Sell |
11,791
-2,921
| -20% | -$194K | 0.36% | 56 |
|
|
2015
Q4 | $954K | Buy |
14,712
+1,545
| +12% | +$100K | 0.48% | 47 |
|
|
2015
Q3 | $821K | Sell |
13,167
-2,276
| -15% | -$142K | 0.44% | 51 |
|
|
2015
Q2 | $1.01M | Buy |
+15,443
| New | +$1.01M | 0.59% | 46 |
|