BDO Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-859
| Closed | -$24K | – | 903 |
|
|
2020
Q2 | $24K | Hold |
859
| – | – | ﹤0.01% | 406 |
|
|
2020
Q1 | $21K | Hold |
859
| – | – | ﹤0.01% | 444 |
|
|
2019
Q4 | $26K | Hold |
859
| – | – | 0.01% | 365 |
|
|
2019
Q3 | $26K | Hold |
859
| – | – | 0.01% | 374 |
|
|
2019
Q2 | $26K | Hold |
859
| – | – | 0.01% | 365 |
|
|
2019
Q1 | $25K | Sell |
859
-611
| -42% | -$17.8K | 0.01% | 346 |
|
|
2018
Q4 | $38K | Sell |
1,470
-166
| -10% | -$4.29K | 0.01% | 283 |
|
|
2018
Q3 | $49K | Hold |
1,636
| – | – | 0.02% | 298 |
|
|
2018
Q2 | $48K | Buy |
1,636
+777
| +90% | +$22.8K | 0.02% | 305 |
|
|
2018
Q1 | $25K | Hold |
859
| – | – | 0.01% | 308 |
|
|
2017
Q4 | $25K | Hold |
859
| – | – | 0.01% | 261 |
|
|
2017
Q3 | $25K | Buy |
+859
| New | +$25K | 0.01% | 246 |
|