Creative Planning’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-247
| Closed | -$7K | – | 2611 |
|
|
2017
Q2 | $7K | Buy |
247
+18
| +8% | +$510 | ﹤0.01% | 3770 |
|
|
2017
Q1 | $7K | Buy |
+229
| New | +$7K | ﹤0.01% | 3740 |
|
|
2016
Q3 | – | Sell |
-1,225
| Closed | -$29K | – | 4431 |
|
|
2016
Q2 | $29K | Buy |
1,225
+569
| +87% | +$13.5K | ﹤0.01% | 2491 |
|
|
2016
Q1 | $16K | Buy |
+656
| New | +$16K | ﹤0.01% | 2895 |
|
|
2015
Q1 | – | Sell |
-12,000
| Closed | -$295K | – | 4133 |
|
|
2014
Q4 | $295K | Buy |
+12,000
| New | +$295K | ﹤0.01% | 943 |
|