MKD Wealth Coaches’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-79,689
| Closed | -$4.4M | – | 26 |
|
|
2020
Q3 | $4.4M | Sell |
79,689
-29,275
| -27% | -$1.62M | 6.28% | 5 |
|
|
2020
Q2 | $5.67M | Buy |
108,964
+40,873
| +60% | +$2.13M | 7.15% | 6 |
|
|
2020
Q1 | $3.2M | Sell |
68,091
-2,931
| -4% | -$138K | 4.29% | 11 |
|
|
2019
Q4 | $4.17M | Buy |
71,022
+594
| +0.8% | +$34.8K | 3.55% | 14 |
|
|
2019
Q3 | $4.02M | Buy |
70,428
+2,121
| +3% | +$121K | 4.18% | 12 |
|
|
2019
Q2 | $4.02M | Sell |
68,307
-19,463
| -22% | -$1.15M | 3.59% | 14 |
|
|
2019
Q1 | $5.2M | Buy |
87,770
+43,805
| +100% | +$2.6M | 5.25% | 6 |
|
|
2018
Q4 | $2.46M | Buy |
+43,965
| New | +$2.46M | 2.91% | 13 |
|