MAWCM
Mine & Arao Wealth Creation & Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-1,563
| Closed | -$30K | – | 326 |
|
2022
Q3 | $30K | Hold |
1,563
| – | – | 0.02% | 152 |
|
2022
Q2 | $34K | Buy |
1,563
+20
| +1% | +$435 | 0.02% | 153 |
|
2022
Q1 | $38K | Hold |
1,543
| – | – | 0.02% | 162 |
|
2021
Q4 | $40K | Hold |
1,543
| – | – | 0.02% | 160 |
|
2021
Q3 | $40K | Buy |
+1,543
| New | +$40K | 0.02% | 157 |
|