BerganKDV Wealth Management’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 |
-1,177
| Closed | -$32K | – | 945 |
|
|
2020
Q2 | $32K | Hold |
1,177
| – | – | 0.01% | 403 |
|
|
2020
Q1 | $28K | Hold |
1,177
| – | – | 0.01% | 386 |
|
|
2019
Q4 | $36K | Hold |
1,177
| – | – | 0.01% | 377 |
|
|
2019
Q3 | $35K | Hold |
1,177
| – | – | 0.01% | 365 |
|
|
2019
Q2 | $35K | Hold |
1,177
| – | – | 0.01% | 359 |
|
|
2019
Q1 | $34K | Hold |
1,177
| – | – | 0.01% | 376 |
|
|
2018
Q4 | $30K | Hold |
1,177
| – | – | 0.01% | 350 |
|
|
2018
Q3 | $35K | Buy |
1,177
+23
| +2% | +$684 | 0.01% | 358 |
|
|
2018
Q2 | $34K | Buy |
+1,154
| New | +$34K | 0.01% | 363 |
|