Lenox Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-665
| Closed | -$48K | – | 376 |
|
|
2018
Q3 | $48K | Hold |
665
| – | – | 0.01% | 140 |
|
|
2018
Q2 | $47K | Hold |
665
| – | – | 0.01% | 142 |
|
|
2018
Q1 | $49K | Hold |
665
| – | – | 0.01% | 166 |
|
|
2017
Q4 | $49K | Hold |
665
| – | – | 0.01% | 100 |
|
|
2017
Q3 | $47K | Hold |
665
| – | – | 0.01% | 55 |
|
|
2017
Q2 | $46K | Hold |
665
| – | – | 0.02% | 59 |
|
|
2017
Q1 | $44K | Buy |
+665
| New | +$44K | 0.01% | 51 |
|