BigSur Wealth Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,700
| Closed | -$58K | – | 130 |
|
|
2021
Q1 | $58K | Buy |
+1,700
| New | +$58K | 0.03% | 126 |
|
|
2020
Q3 | – | Sell |
-1,700
| Closed | -$48K | – | 106 |
|
|
2020
Q2 | $48K | Hold |
1,700
| – | – | 0.03% | 98 |
|
|
2020
Q1 | $40K | Hold |
1,700
| – | – | 0.03% | 103 |
|
|
2019
Q4 | $54K | Buy |
+1,700
| New | +$54K | 0.03% | 115 |
|
|
2017
Q4 | – | Sell |
-39,000
| Closed | -$1.17M | – | 97 |
|
|
2017
Q3 | $1.17M | Hold |
39,000
| – | – | 1.18% | 14 |
|
|
2017
Q2 | $1.15M | Buy |
39,000
+14,100
| +57% | +$414K | 1.16% | 15 |
|
|
2017
Q1 | $753K | Buy |
+24,900
| New | +$753K | 0.81% | 28 |
|