YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-957
| Closed | -$56K | – | 304 |
|
|
2019
Q2 | $56K | Hold |
957
| – | – | 0.02% | 359 |
|
|
2019
Q1 | $57K | Sell |
957
-60
| -6% | -$3.57K | 0.03% | 346 |
|
|
2018
Q4 | $57K | Hold |
1,017
| – | – | 0.03% | 320 |
|
|
2018
Q3 | $60K | Sell |
1,017
-40
| -4% | -$2.36K | 0.03% | 341 |
|
|
2018
Q2 | $61K | Sell |
1,057
-21
| -2% | -$1.21K | 0.03% | 345 |
|
|
2018
Q1 | $68K | Hold |
1,078
| – | – | 0.03% | 335 |
|
|
2017
Q4 | $66K | Hold |
1,078
| – | – | 0.03% | 340 |
|
|
2017
Q3 | $63K | Hold |
1,078
| – | – | 0.03% | 348 |
|
|
2017
Q2 | $60K | Hold |
1,078
| – | – | 0.03% | 350 |
|
|
2017
Q1 | $59K | Buy |
1,078
+296
| +38% | +$16.2K | 0.03% | 348 |
|
|
2016
Q4 | $39K | Buy |
+782
| New | +$39K | 0.02% | 389 |
|