Clearview Wealth Advisors’s iShares Core MSCI Europe ETF IEUR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-1,335
| Closed | -$70.3K | – | 352 |
|
2023
Q2 | $70.3K | Buy |
1,335
+30
| +2% | +$1.58K | 0.07% | 174 |
|
2023
Q1 | $68.4K | Hold |
1,305
| – | – | 0.07% | 174 |
|
2022
Q4 | $62K | Buy |
1,305
+9
| +0.7% | +$428 | 0.05% | 156 |
|
2022
Q3 | $51K | Hold |
1,296
| – | – | 0.04% | 165 |
|
2022
Q2 | $58K | Buy |
1,296
+31
| +2% | +$1.39K | 0.04% | 169 |
|
2022
Q1 | $68K | Buy |
1,265
+2
| +0.2% | +$108 | 0.04% | 172 |
|
2021
Q4 | $73K | Buy |
1,263
+15
| +1% | +$867 | 0.04% | 193 |
|
2021
Q3 | $70K | Sell |
1,248
-102
| -8% | -$5.72K | 0.04% | 206 |
|
2021
Q2 | $77K | Sell |
1,350
-54
| -4% | -$3.08K | 0.05% | 198 |
|
2021
Q1 | $76K | Sell |
1,404
-568
| -29% | -$30.7K | 0.05% | 191 |
|
2020
Q4 | $101K | Buy |
+1,972
| New | +$101K | 0.07% | 142 |
|