Carroll Financial Associates’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 |
-3,510
| Closed | -$107K | – | 1539 |
|
|
2019
Q4 | $107K | Hold |
3,510
| – | – | 0.01% | 482 |
|
|
2019
Q3 | $105K | Hold |
3,510
| – | – | 0.01% | 498 |
|
|
2019
Q2 | $104K | Hold |
3,510
| – | – | 0.01% | 492 |
|
|
2019
Q1 | $101K | Hold |
3,510
| – | – | 0.01% | 447 |
|
|
2018
Q4 | $92K | Buy |
3,510
+1,635
| +87% | +$42.9K | 0.01% | 387 |
|
|
2018
Q3 | $56K | Hold |
1,875
| – | – | 0.01% | 484 |
|
|
2018
Q2 | $55K | Buy |
+1,875
| New | +$55K | 0.01% | 480 |
|