WealthPLAN Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-162
| Closed | -$10.9K | – | 526 |
|
|
2023
Q2 | $10.9K | Buy |
+162
| New | +$10.9K | ﹤0.01% | 781 |
|
|
2018
Q1 | – | Sell |
-2,794
| Closed | -$204K | – | 266 |
|
|
2017
Q4 | $204K | Sell |
2,794
-5,967
| -68% | -$436K | 0.05% | 205 |
|
|
2017
Q3 | $623K | Buy |
8,761
+3,018
| +53% | +$215K | 0.17% | 99 |
|
|
2017
Q2 | $398K | Buy |
5,743
+3,381
| +143% | +$234K | 0.11% | 117 |
|
|
2017
Q1 | $156K | Buy |
+2,362
| New | +$156K | 0.54% | 39 |
|
|
2016
Q3 | $2.5M | Sell |
37,173
-2,090
| -5% | -$140K | 0.81% | 25 |
|
|
2016
Q2 | $2.52M | Buy |
+39,263
| New | +$2.52M | 0.32% | 57 |
|
|
2015
Q4 | $13.2K | Buy |
+204
| New | +$13.2K | ﹤0.01% | 1060 |
|