LWP
Laurel Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-999
| Closed | -$63.5K | – | 97 |
|
|
2022
Q4 | $63.5K | Sell |
999
-135
| -12% | -$8.58K | 0.04% | 100 |
|
|
2022
Q3 | $65K | Sell |
1,134
-101
| -8% | -$5.79K | 0.05% | 91 |
|
|
2022
Q2 | $78K | Sell |
1,235
-2,530
| -67% | -$160K | 0.05% | 88 |
|
|
2022
Q1 | $272K | Sell |
3,765
-752
| -17% | -$54.3K | 0.18% | 61 |
|
|
2021
Q4 | $347K | Sell |
4,517
-2,174
| -32% | -$167K | 0.26% | 53 |
|
|
2021
Q3 | $504K | Buy |
6,691
+164
| +3% | +$12.4K | 0.41% | 47 |
|
|
2021
Q2 | $493K | Buy |
6,527
+217
| +3% | +$16.4K | 0.43% | 38 |
|
|
2021
Q1 | $461K | Sell |
6,310
-259
| -4% | -$18.9K | 0.42% | 37 |
|
|
2020
Q4 | $482K | Buy |
+6,569
| New | +$482K | 0.47% | 34 |
|