WR Wealth Planners’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.97K | Sell |
34
-183
| -84% | -$10.6K | ﹤0.01% | 861 |
|
|
2024
Q3 | $13.6K | Hold |
217
| – | – | ﹤0.01% | 580 |
|
|
2024
Q2 | $12.4K | Hold |
217
| – | – | ﹤0.01% | 553 |
|
|
2024
Q1 | $12.3K | Buy |
+217
| New | +$12.3K | ﹤0.01% | 558 |
|
|
2023
Q4 | – | Sell |
-637
| Closed | -$34K | – | 372 |
|
|
2023
Q3 | $34K | Sell |
637
-60
| -9% | -$3.2K | 0.01% | 371 |
|
|
2023
Q2 | $38.3K | Sell |
697
-215
| -24% | -$11.8K | 0.01% | 349 |
|
|
2023
Q1 | $49.8K | Sell |
912
-17,339
| -95% | -$946K | 0.02% | 319 |
|
|
2022
Q4 | $968K | Buy |
18,251
+14,646
| +406% | +$777K | 0.6% | 33 |
|
|
2022
Q3 | $183K | Buy |
3,605
+2,348
| +187% | +$119K | 0.13% | 107 |
|
|
2022
Q2 | $69.7K | Buy |
+1,257
| New | +$69.7K | 0.05% | 148 |
|