Creative Planning’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,526
| Closed | -$43K | – | 3736 |
|
|
2017
Q2 | $43K | Buy |
1,526
+1,186
| +349% | +$33.4K | ﹤0.01% | 2613 |
|
|
2017
Q1 | $9K | Buy |
+340
| New | +$9K | ﹤0.01% | 3631 |
|
|
2016
Q3 | – | Sell |
-200
| Closed | -$5K | – | 4539 |
|
|
2016
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 3600 |
|
|
2016
Q1 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 3566 |
|
|
2015
Q2 | – | Sell |
-5,039
| Closed | -$144K | – | 3009 |
|
|
2015
Q1 | $144K | Buy |
+5,039
| New | +$144K | ﹤0.01% | 1359 |
|