KWM
Keebeck Wealth Management’s iShares International Equity Factor ETF INTF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,464
| Closed | -$293K | – | 284 |
|
|
2023
Q4 | $293K | Buy |
+10,464
| New | +$293K | 0.05% | 229 |
|
|
2021
Q3 | – | Sell |
-369,426
| Closed | -$11.1M | – | 230 |
|
|
2021
Q2 | $11.1M | Sell |
369,426
-110,879
| -23% | -$3.33M | 1.6% | 17 |
|
|
2021
Q1 | $13.8M | Sell |
480,305
-1,097
| -0.2% | -$31.5K | 2.14% | 12 |
|
|
2020
Q4 | $13.1M | Buy |
481,402
+23,495
| +5% | +$639K | 2.28% | 12 |
|
|
2020
Q3 | $11.1M | Buy |
+457,907
| New | +$11.1M | 2.3% | 13 |
|