JFS Wealth Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-29
| Closed | -$2K | – | 513 |
|
|
2019
Q4 | $2K | Hold |
29
| – | – | ﹤0.01% | 454 |
|
|
2019
Q3 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 448 |
|
|
2017
Q2 | – | Sell |
-77
| Closed | -$4K | – | 420 |
|
|
2017
Q1 | $4K | Hold |
77
| – | – | ﹤0.01% | 399 |
|
|
2016
Q4 | $4K | Buy |
+77
| New | +$4K | ﹤0.01% | 399 |
|
|
2016
Q2 | – | Sell |
-72
| Closed | -$4K | – | 531 |
|
|
2016
Q1 | $4K | Hold |
72
| – | – | ﹤0.01% | 463 |
|
|
2015
Q4 | $4K | Hold |
72
| – | – | ﹤0.01% | 463 |
|
|
2015
Q3 | $4K | Buy |
+72
| New | +$4K | ﹤0.01% | 405 |
|
|
2015
Q2 | – | Sell |
-68
| Closed | -$4K | – | 510 |
|
|
2015
Q1 | $4K | Sell |
68
-1,032
| -94% | -$60.7K | ﹤0.01% | 428 |
|
|
2014
Q4 | $62K | Sell |
1,100
-776
| -41% | -$43.7K | 0.01% | 163 |
|
|
2014
Q3 | $112K | Buy |
1,876
+954
| +103% | +$57K | 0.02% | 117 |
|
|
2014
Q2 | $55K | Buy |
+922
| New | +$55K | 0.01% | 177 |
|