WAOTB
Wealth Advisors of Tampa Bay’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,406
| Closed | -$320K | – | 70 |
|
|
2019
Q2 | $320K | Sell |
4,406
-407
| -8% | -$29.6K | 0.23% | 67 |
|
|
2019
Q1 | $347K | Sell |
4,813
-8,150
| -63% | -$588K | 0.25% | 60 |
|
|
2018
Q4 | $865K | Sell |
12,963
-1,209
| -9% | -$80.7K | 0.7% | 41 |
|
|
2018
Q3 | $1.03M | Hold |
14,172
| – | – | 0.72% | 44 |
|
|
2018
Q2 | $1M | Buy |
14,172
+673
| +5% | +$47.5K | 0.76% | 41 |
|
|
2018
Q1 | $995K | Buy |
13,499
+935
| +7% | +$68.9K | 0.72% | 43 |
|
|
2017
Q4 | $933K | Buy |
+12,564
| New | +$933K | 0.64% | 45 |
|