Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-575
| Closed | -$35K | – | 1064 |
|
|
2022
Q1 | $35K | Buy |
+575
| New | +$35K | ﹤0.01% | 521 |
|
|
2020
Q3 | – | Sell |
-752
| Closed | -$39K | – | 800 |
|
|
2020
Q2 | $39K | Hold |
752
| – | – | ﹤0.01% | 385 |
|
|
2020
Q1 | $35K | Hold |
752
| – | – | ﹤0.01% | 383 |
|
|
2019
Q4 | $44K | Hold |
752
| – | – | ﹤0.01% | 402 |
|
|
2019
Q3 | $43K | Buy |
752
+362
| +93% | +$20.7K | 0.01% | 369 |
|
|
2019
Q2 | $23K | Buy |
390
+4
| +1% | +$236 | ﹤0.01% | 468 |
|
|
2019
Q1 | $23K | Hold |
386
| – | – | ﹤0.01% | 491 |
|
|
2018
Q4 | $22K | Buy |
386
+6
| +2% | +$342 | ﹤0.01% | 473 |
|
|
2018
Q3 | $23K | Hold |
380
| – | – | ﹤0.01% | 475 |
|
|
2018
Q2 | $22K | Sell |
380
-268
| -41% | -$15.5K | ﹤0.01% | 474 |
|
|
2018
Q1 | $40K | Buy |
648
+227
| +54% | +$14K | 0.01% | 393 |
|
|
2017
Q4 | $26K | Buy |
421
+6
| +1% | +$371 | ﹤0.01% | 453 |
|
|
2017
Q3 | $24K | Buy |
415
+44
| +12% | +$2.55K | ﹤0.01% | 470 |
|
|
2017
Q2 | $21K | Buy |
371
+3
| +0.8% | +$170 | ﹤0.01% | 473 |
|
|
2017
Q1 | $20K | Buy |
+368
| New | +$20K | ﹤0.01% | 486 |
|
|
2016
Q3 | – | Sell |
-190
| Closed | -$10K | – | 738 |
|
|
2016
Q2 | $10K | Buy |
+190
| New | +$10K | ﹤0.01% | 545 |
|