TFO Wealth Partners’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-26
| Closed | -$2.44K | – | 1094 |
|
|
2023
Q3 | $2.44K | Hold |
26
| – | – | ﹤0.01% | 195 |
|
|
2023
Q2 | $2.44K | Hold |
26
| – | – | ﹤0.01% | 179 |
|
|
2023
Q1 | $2.41K | Sell |
26
-55
| -68% | -$5.09K | ﹤0.01% | 143 |
|
|
2022
Q4 | $2.28K | Buy |
81
+55
| +212% | +$1.55K | ﹤0.01% | 238 |
|
|
2022
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 128 |
|
|
2022
Q2 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 362 |
|