Concord Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-33
| Closed | -$1.17K | – | 954 |
|
|
2024
Q3 | $1.17K | Hold |
33
| – | – | ﹤0.01% | 808 |
|
|
2024
Q2 | $1.17K | Sell |
33
-49
| -60% | -$1.74K | ﹤0.01% | 712 |
|
|
2024
Q1 | $2.86K | Buy |
82
+45
| +122% | +$1.57K | ﹤0.01% | 717 |
|
|
2023
Q4 | $1.17K | Buy |
+37
| New | +$1.17K | ﹤0.01% | 753 |
|
|
2023
Q1 | – | Sell |
-496
| Closed | -$13.4K | – | 1101 |
|
|
2022
Q4 | $13.4K | Buy |
+496
| New | +$13.4K | ﹤0.01% | 595 |
|