Baldwin Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-189
| Closed | -$3.53K | – | 770 |
|
|
2023
Q1 | $3.53K | Sell |
189
-136
| -42% | -$2.54K | ﹤0.01% | 702 |
|
|
2022
Q4 | $5.7K | Buy |
+325
| New | +$5.7K | ﹤0.01% | 650 |
|
|
2018
Q2 | – | Sell |
-6,500
| Closed | -$150K | – | 513 |
|
|
2018
Q1 | $150K | Buy |
6,500
+500
| +8% | +$11.5K | 0.02% | 213 |
|
|
2017
Q4 | $140K | Buy |
+6,000
| New | +$140K | 0.02% | 218 |
|