Avantax Planning Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-14,520
| Closed | -$434K | – | 369 |
|
|
2022
Q3 | $434K | Hold |
14,520
| – | – | 0.02% | 235 |
|
|
2022
Q2 | $462K | Hold |
14,520
| – | – | 0.02% | 221 |
|
|
2022
Q1 | $493K | Hold |
14,520
| – | – | 0.02% | 226 |
|
|
2021
Q4 | $513K | Hold |
14,520
| – | – | 0.02% | 213 |
|
|
2021
Q3 | $499K | Hold |
14,520
| – | – | 0.02% | 197 |
|
|
2021
Q2 | $503K | Hold |
14,520
| – | – | 0.02% | 195 |
|
|
2021
Q1 | $479K | Buy |
+14,520
| New | +$479K | 0.02% | 193 |
|