Lumature Wealth Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $38.8K | Hold |
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2023
Q1 | $38.9K | Hold |
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2022
Q4 | $36.6K | Hold |
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2022
Q3 | $33K | Hold |
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|
2022
Q2 | $36K | Sell |
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|
2022
Q1 | $74K | Sell |
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|
2021
Q4 | $128K | Sell |
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|
2021
Q3 | $141K | Sell |
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|
2021
Q2 | $145K | Sell |
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|
2021
Q1 | $174K | Sell |
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|
2020
Q4 | $332K | Buy |
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