TCPWM
Traverso Chambers Private Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $402K | Hold |
5,800
| – | – | 0.1% | 84 |
|
|
2023
Q3 | $378K | Hold |
5,800
| – | – | 0.1% | 81 |
|
|
2023
Q2 | $392K | Hold |
5,800
| – | – | 0.1% | 79 |
|
|
2023
Q1 | $392K | Hold |
5,800
| – | – | 0.11% | 77 |
|
|
2022
Q4 | $369K | Hold |
5,800
| – | – | 0.11% | 80 |
|
|
2022
Q3 | $331K | Hold |
5,800
| – | – | 0.1% | 81 |
|
|
2022
Q2 | $367K | Hold |
5,800
| – | – | 0.12% | 74 |
|
|
2022
Q1 | $418K | Hold |
5,800
| – | – | 0.12% | 75 |
|
|
2021
Q4 | $445K | Hold |
5,800
| – | – | 0.13% | 73 |
|
|
2021
Q3 | $437K | Hold |
5,800
| – | – | 0.14% | 72 |
|
|
2021
Q2 | $438K | Hold |
5,800
| – | – | 0.14% | 71 |
|
|
2021
Q1 | $423K | Hold |
5,800
| – | – | 0.14% | 72 |
|
|
2020
Q4 | $426K | Hold |
5,800
| – | – | 0.15% | 64 |
|
|
2020
Q3 | $395K | Hold |
5,800
| – | – | 0.15% | 65 |
|
|
2020
Q2 | $383K | Sell |
5,800
-100
| -2% | -$6.6K | 0.16% | 62 |
|
|
2020
Q1 | $366K | Buy |
+5,900
| New | +$366K | 0.17% | 64 |
|