Atlas Private Wealth Management’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-27,008
| Closed | -$929K | – | 117 |
|
|
2022
Q1 | $929K | Sell |
27,008
-30
| -0.1% | -$1.03K | 0.54% | 62 |
|
|
2021
Q4 | $995K | Buy |
27,038
+1,261
| +5% | +$46.4K | 0.55% | 58 |
|
|
2021
Q3 | $950K | Buy |
25,777
+1,402
| +6% | +$51.7K | 0.58% | 56 |
|
|
2021
Q2 | $887K | Buy |
24,375
+5,274
| +28% | +$192K | 0.55% | 56 |
|
|
2021
Q1 | $671K | Buy |
19,101
+17,321
| +973% | +$608K | 0.43% | 66 |
|
|
2020
Q4 | $57K | Buy |
+1,780
| New | +$57K | 0.04% | 177 |
|