Oak Harbor Wealth Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,000
| Closed | -$135K | – | 223 |
|
|
2023
Q2 | $135K | Hold |
2,000
| – | – | 0.05% | 175 |
|
|
2023
Q1 | $135K | Hold |
2,000
| – | – | 0.05% | 172 |
|
|
2022
Q4 | $127K | Hold |
2,000
| – | – | 0.05% | 162 |
|
|
2022
Q3 | $114K | Hold |
2,000
| – | – | 0.04% | 156 |
|
|
2022
Q2 | $127K | Hold |
2,000
| – | – | 0.05% | 153 |
|
|
2022
Q1 | $144K | Hold |
2,000
| – | – | 0.05% | 172 |
|
|
2021
Q4 | $154K | Buy |
+2,000
| New | +$154K | 0.05% | 174 |
|