BT 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
Q1 | – | Sell |
-320,455
| Closed | -$9.78M | – | 62 |
|
|
2019
Q4 | $9.78M | Buy |
320,455
+8,256
| +3% | +$252K | 4.98% | 7 |
|
|
2019
Q3 | $9.35M | Buy |
312,199
+6,377
| +2% | +$191K | 5.22% | 6 |
|
|
2019
Q2 | $8.68M | Buy |
305,822
+8,153
| +3% | +$231K | 5.01% | 7 |
|
|
2019
Q1 | $8.59M | Sell |
297,669
-1,838
| -0.6% | -$53.1K | 5.06% | 6 |
|
|
2018
Q4 | $8.35M | Buy |
+299,507
| New | +$8.35M | 3.6% | 6 |
|