LWP
Lumature Wealth Partners’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
Q2 | $38.8K | Hold |
575
| – | – | 0.02% | 234 |
|
|
2023
Q1 | $38.9K | Hold |
575
| – | – | 0.02% | 231 |
|
|
2022
Q4 | $36.6K | Hold |
575
| – | – | 0.02% | 238 |
|
|
2022
Q3 | $33K | Hold |
575
| – | – | 0.02% | 249 |
|
|
2022
Q2 | $36K | Sell |
575
-454
| -44% | -$28.4K | 0.02% | 249 |
|
|
2022
Q1 | $74K | Sell |
1,029
-641
| -38% | -$46.1K | 0.03% | 233 |
|
|
2021
Q4 | $128K | Sell |
1,670
-199
| -11% | -$15.3K | 0.05% | 161 |
|
|
2021
Q3 | $141K | Sell |
1,869
-51
| -3% | -$3.85K | 0.06% | 159 |
|
|
2021
Q2 | $145K | Sell |
1,920
-468
| -20% | -$35.3K | 0.06% | 157 |
|
|
2021
Q1 | $174K | Sell |
2,388
-2,131
| -47% | -$155K | 0.09% | 127 |
|
|
2020
Q4 | $332K | Buy |
+4,519
| New | +$332K | 0.31% | 95 |
|