AWM
Ameliora Wealth Management’s iShares MSCI Switzerland ETF EWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
25,298
+1,875
| +8% | +$103K | 0.5% | 37 |
|
|
2025
Q1 | $1.21M | Sell |
23,423
-4,405
| -16% | -$228K | 0.46% | 37 |
|
|
2024
Q4 | $1.28M | Sell |
27,828
-5,060
| -15% | -$233K | 0.48% | 39 |
|
|
2024
Q3 | $1.71M | Buy |
32,888
+431
| +1% | +$22.5K | 0.71% | 33 |
|
|
2024
Q2 | $1.56M | Buy |
32,457
+18,323
| +130% | +$883K | 0.71% | 37 |
|
|
2024
Q1 | $673K | Buy |
14,134
+839
| +6% | +$39.9K | 0.31% | 51 |
|
|
2023
Q4 | $642K | Buy |
13,295
+968
| +8% | +$46.7K | 0.32% | 52 |
|
|
2023
Q3 | $537K | Buy |
12,327
+2,854
| +30% | +$124K | 0.32% | 46 |
|
|
2023
Q2 | $438K | Buy |
+9,473
| New | +$438K | 0.27% | 57 |
|
|
2022
Q3 | – | Sell |
-22,672
| Closed | -$941K | – | 227 |
|
|
2022
Q2 | $941K | Hold |
22,672
| – | – | 1.11% | 17 |
|
|
2022
Q1 | $1.02M | Hold |
22,672
| – | – | 0.67% | 20 |
|
|
2021
Q4 | $1.09M | Buy |
+22,672
| New | +$1.09M | 1% | 14 |
|