LWA
Lineweaver Wealth Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-31,610
| Closed | -$3.31M | – | 153 |
|
|
2022
Q1 | $3.31M | Sell |
31,610
-21,213
| -40% | -$2.22M | 0.94% | 22 |
|
|
2021
Q4 | $5.78M | Sell |
52,823
-22,926
| -30% | -$2.51M | 1.67% | 13 |
|
|
2021
Q3 | $7.63M | Buy |
75,749
+5,931
| +8% | +$597K | 2.33% | 11 |
|
|
2021
Q2 | $7.34M | Buy |
+69,818
| New | +$7.34M | 2.41% | 11 |
|