Buckingham Strategic Wealth’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 |
-21,517
| Closed | -$657K | – | 486 |
|
|
2019
Q4 | $657K | Hold |
21,517
| – | – | 0.06% | 207 |
|
|
2019
Q3 | $644K | Buy |
21,517
+3,068
| +17% | +$91.8K | 0.07% | 196 |
|
|
2019
Q2 | $550K | Buy |
18,449
+807
| +5% | +$24.1K | 0.06% | 230 |
|
|
2019
Q1 | $509K | Buy |
17,642
+2,497
| +16% | +$72K | 0.06% | 220 |
|
|
2018
Q4 | $391K | Buy |
15,145
+41
| +0.3% | +$1.06K | 0.06% | 228 |
|
|
2018
Q3 | $452K | Buy |
+15,104
| New | +$452K | 0.07% | 205 |
|