Colonial Trust Advisors’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $2.51K | Sell |
|
|||||
|
2023
Q2 | $178K | Hold |
|
|||||
|
2023
Q1 | $174K | Sell |
|
|||||
|
2022
Q4 | $183K | Buy |
|
|||||
|
2022
Q3 | $171K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $292K | Sell |
|
|||||
|
2021
Q4 | $387K | Sell |
|
|||||
|
2021
Q3 | $804K | Buy |
|
|||||
|
2021
Q2 | $871K | Sell |
|
|||||
|
2021
Q1 | $890K | Buy |
|
|||||
|
2020
Q4 | $785K | Sell |
|
|||||
|
2020
Q3 | $753K | Sell |
|
|||||
|
2020
Q2 | $748K | Sell |
|
|||||
|
2020
Q1 | $746K | Sell |
|
|||||
|
2019
Q4 | $1.11M | Buy |
|
|||||
|
2019
Q3 | $984K | Buy |
|
|||||
|
2019
Q2 | $812K | Buy |
|
|||||
|
2019
Q1 | $620K | Buy |
|
|||||
|
2018
Q4 | $345K | Buy |
|