Concert Wealth Management’s iShares MSCI Mexico ETF EWW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-5,618
| Closed | -$244K | – | 239 |
|
|
2017
Q1 | $244K | Buy |
5,618
+10
| +0.2% | +$434 | 0.06% | 408 |
|
|
2016
Q4 | $244K | Buy |
5,608
+2,286
| +69% | +$99.5K | 0.05% | 410 |
|
|
2016
Q3 | $161K | Buy |
+3,322
| New | +$161K | 0.02% | 687 |
|
|
2016
Q1 | – | Sell |
-7,877
| Closed | -$389K | – | 681 |
|
|
2015
Q4 | $389K | Buy |
+7,877
| New | +$389K | 0.05% | 410 |
|
|
2014
Q4 | – | Sell |
-6,886
| Closed | -$474K | – | 633 |
|
|
2014
Q3 | $474K | Buy |
6,886
+370
| +6% | +$25.5K | 0.06% | 276 |
|
|
2014
Q2 | $428K | Buy |
+6,516
| New | +$428K | 0.05% | 322 |
|