Meredith Wealth Planning’s Alpha Architect International Quantitative Value ETF IVAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,334
| Closed | -$309K | – | 44 |
|
|
2023
Q4 | $309K | Buy |
12,334
+489
| +4% | +$12.2K | 0.19% | 35 |
|
|
2023
Q3 | $279K | Hold |
11,845
| – | – | 0.21% | 33 |
|
|
2023
Q2 | $282K | Buy |
11,845
+61
| +0.5% | +$1.45K | 0.23% | 29 |
|
|
2023
Q1 | $276K | Buy |
11,784
+577
| +5% | +$13.5K | 0.22% | 41 |
|
|
2022
Q4 | $246K | Buy |
+11,207
| New | +$246K | 0.21% | 48 |
|