CWS
Cypress Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,694
| Closed | -$208K | – | 244 |
|
|
2023
Q2 | $208K | Sell |
3,694
-729
| -16% | -$41.1K | 0.05% | 229 |
|
|
2023
Q1 | $241K | Sell |
4,423
-54,659
| -93% | -$2.98M | 0.07% | 207 |
|
|
2022
Q4 | $3.13M | Buy |
59,082
+13,319
| +29% | +$707K | 1.01% | 23 |
|
|
2022
Q3 | $2.34M | Sell |
45,763
-3,486
| -7% | -$178K | 0.8% | 25 |
|
|
2022
Q2 | $2.73M | Buy |
+49,249
| New | +$2.73M | 0.87% | 25 |
|