LFPWM
Leicht Financial Planning & Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,920
| Closed | -$289K | – | 55 |
|
|
2019
Q4 | $289K | Sell |
4,920
-3,266
| -40% | -$192K | 0.26% | 53 |
|
|
2019
Q3 | $467K | Sell |
8,186
-4,507
| -36% | -$257K | 0.45% | 40 |
|
|
2019
Q2 | $747K | Buy |
12,693
+113
| +0.9% | +$6.65K | 0.73% | 31 |
|
|
2019
Q1 | $746K | Buy |
+12,580
| New | +$746K | 0.77% | 32 |
|
|
2017
Q2 | – | Sell |
-11,288
| Closed | -$607K | – | 24 |
|
|
2017
Q1 | $607K | Sell |
11,288
-34,837
| -76% | -$1.87M | 0.55% | 21 |
|
|
2016
Q4 | $2.32M | Buy |
+46,125
| New | +$2.32M | 2.15% | 12 |
|