Confluence Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.11M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $648K | Sell |
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|
2019
Q4 | $1.04M | Sell |
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|
2019
Q3 | $1.11M | Sell |
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|
2019
Q2 | $1.13M | Sell |
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|
2019
Q1 | $1.14M | Hold |
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|
2018
Q4 | $1.02M | Hold |
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|
2018
Q3 | $1.18M | Hold |
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|
2018
Q2 | $1.17M | Sell |
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|
2018
Q1 | $1.16M | Hold |
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|
2017
Q4 | $1.2M | Hold |
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|
2017
Q3 | $1.17M | Sell |
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|
2017
Q2 | $1.22M | Sell |
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|
2017
Q1 | $1.37M | Sell |
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|
2016
Q4 | $1.32M | Sell |
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|
2016
Q3 | $1.4M | Sell |
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|
2016
Q2 | $1.39M | Sell |
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|
2016
Q1 | $1.44M | Buy |
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|
2015
Q4 | $934K | Sell |
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|
2015
Q3 | $1.25M | Buy |
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