PWM
Paulson Wealth Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-11,455
| Closed | -$632K | – | 86 |
|
|
2020
Q3 | $632K | Hold |
11,455
| – | – | 0.41% | 33 |
|
|
2020
Q2 | $596K | Sell |
11,455
-1
| -0% | -$52 | 0.42% | 32 |
|
|
2020
Q1 | $560K | Sell |
11,456
-107
| -0.9% | -$5.23K | 0.43% | 33 |
|
|
2019
Q4 | $689K | Sell |
11,563
-217
| -2% | -$12.9K | 0.49% | 37 |
|
|
2019
Q3 | $673K | Hold |
11,780
| – | – | 0.51% | 35 |
|
|
2019
Q2 | $694K | Hold |
11,780
| – | – | 0.52% | 38 |
|
|
2019
Q1 | $698K | Sell |
11,780
-4,154
| -26% | -$246K | 0.53% | 41 |
|
|
2018
Q4 | $913K | Sell |
15,934
-2
| -0% | -$115 | 0.75% | 29 |
|
|
2018
Q3 | $877K | Buy |
15,936
+56
| +0.4% | +$3.08K | 0.79% | 31 |
|
|
2018
Q2 | $918K | Sell |
15,880
-56
| -0.4% | -$3.24K | 0.91% | 30 |
|
|
2018
Q1 | $993K | Sell |
15,936
-59
| -0.4% | -$3.68K | 0.99% | 29 |
|
|
2017
Q4 | $972K | Buy |
+15,995
| New | +$972K | 0.85% | 29 |
|