TPWA
TRUE Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,040
| Closed | -$149K | – | 370 |
|
|
2020
Q4 | $149K | Buy |
2,040
+189
| +10% | +$13.8K | 0.03% | 227 |
|
|
2020
Q3 | $126K | Buy |
1,851
+142
| +8% | +$9.67K | 0.02% | 224 |
|
|
2020
Q2 | $112K | Buy |
1,709
+1,457
| +578% | +$95.5K | 0.02% | 226 |
|
|
2020
Q1 | $15K | Sell |
252
-45,875
| -99% | -$2.73M | ﹤0.01% | 397 |
|
|
2019
Q4 | $3.44M | Buy |
46,127
+478
| +1% | +$35.6K | 0.53% | 28 |
|
|
2019
Q3 | $3.35M | Sell |
45,649
-144
| -0.3% | -$10.6K | 0.58% | 27 |
|
|
2019
Q2 | $3.33M | Sell |
45,793
-7,948
| -15% | -$577K | 0.57% | 26 |
|
|
2019
Q1 | $3.87M | Buy |
+53,741
| New | +$3.87M | 0.74% | 20 |
|