Avantax Planning Partners’s iShares MSCI Europe Financials ETF EUFN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-630
| Closed | -$13K | – | 555 |
|
2018
Q3 | $13K | Buy |
+630
| New | +$13K | ﹤0.01% | 811 |
|
2018
Q2 | – | Sell |
-630
| Closed | -$15K | – | 596 |
|
2018
Q1 | $15K | Buy |
+630
| New | +$15K | ﹤0.01% | 883 |
|
2017
Q4 | – | Sell |
-8,963
| Closed | -$210K | – | 322 |
|
2017
Q3 | $210K | Buy |
+8,963
| New | +$210K | 0.02% | 351 |
|