Concert Wealth Management’s iShares Europe ETF IEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-10,607
| Closed | -$413K | – | 280 |
|
|
2017
Q1 | $413K | Hold |
10,607
| – | – | 0.09% | 289 |
|
|
2016
Q4 | $413K | Sell |
10,607
-343
| -3% | -$13.4K | 0.09% | 296 |
|
|
2016
Q3 | $431K | Sell |
10,950
-160
| -1% | -$6.3K | 0.05% | 403 |
|
|
2016
Q2 | $420K | Sell |
11,110
-323
| -3% | -$12.2K | 0.06% | 377 |
|
|
2016
Q1 | $448K | Sell |
11,433
-5,446
| -32% | -$213K | 0.06% | 375 |
|
|
2015
Q4 | $675K | Buy |
16,879
+6,062
| +56% | +$242K | 0.09% | 289 |
|
|
2015
Q3 | $430K | Buy |
10,817
+571
| +6% | +$22.7K | 0.06% | 389 |
|
|
2015
Q2 | $449K | Sell |
10,246
-1,690
| -14% | -$74.1K | 0.06% | 383 |
|
|
2015
Q1 | $450K | Hold |
11,936
| – | – | 0.13% | 223 |
|
|
2014
Q4 | $509K | Sell |
11,936
-1,893
| -14% | -$80.7K | 0.08% | 318 |
|
|
2014
Q3 | $624K | Buy |
13,829
+49
| +0.4% | +$2.21K | 0.08% | 219 |
|
|
2014
Q2 | $666K | Buy |
13,780
+1,891
| +16% | +$91.4K | 0.08% | 220 |
|
|
2014
Q1 | $571K | Sell |
11,889
-5,650
| -32% | -$271K | 0.07% | 247 |
|
|
2013
Q4 | $830K | Buy |
17,539
+9
| +0.1% | +$426 | 0.11% | 165 |
|
|
2013
Q3 | $775K | Sell |
17,530
-312
| -2% | -$13.8K | 0.11% | 173 |
|
|
2013
Q2 | $695K | Buy |
+17,842
| New | +$695K | 0.1% | 172 |
|