Alliance Wealth Management Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $256K | Hold |
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|
2019
Q4 | $322K | Hold |
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|
2019
Q3 | $316K | Hold |
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|
2019
Q2 | $315K | Hold |
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|
2019
Q1 | $305K | Hold |
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|
2018
Q4 | $273K | Sell |
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|
2018
Q3 | $532K | Hold |
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|
2018
Q2 | $526K | Sell |
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|
2018
Q1 | $1.05M | Buy |
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|
2017
Q4 | $584K | Sell |
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|
2017
Q3 | $1.55M | Buy |
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|
2017
Q2 | $764K | Sell |
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|
2017
Q1 | $926K | Sell |
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|
2016
Q4 | $12.8M | Sell |
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|
2016
Q3 | $13.5M | Sell |
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|
2016
Q2 | $13.5M | Sell |
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|
2016
Q1 | $13.8M | Buy |
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|
2015
Q4 | $14.7M | Buy |
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