BWM
HEWG
BigSur Wealth Management’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,136
| Closed | -$100K | – | 139 |
|
|
2021
Q1 | $100K | Buy |
+3,136
| New | +$100K | 0.05% | 120 |
|
|
2020
Q3 | – | Sell |
-4,027
| Closed | -$110K | – | 114 |
|
|
2020
Q2 | $110K | Hold |
4,027
| – | – | 0.08% | 94 |
|
|
2020
Q1 | $87K | Hold |
4,027
| – | – | 0.07% | 98 |
|
|
2019
Q4 | $117K | Buy |
+4,027
| New | +$117K | 0.07% | 110 |
|
|
2018
Q3 | – | Sell |
-13,640
| Closed | -$379K | – | 110 |
|
|
2018
Q2 | $379K | Hold |
13,640
| – | – | 0.28% | 66 |
|
|
2018
Q1 | $374K | Buy |
+13,640
| New | +$374K | 0.27% | 71 |
|
|
2017
Q1 | – | Sell |
-8,555
| Closed | -$221K | – | 89 |
|
|
2016
Q4 | $221K | Buy |
+8,555
| New | +$221K | 0.3% | 70 |
|