Dragon Financial & Investment Group’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
2018
Q3
$4.82M Sell
160,971
-24,019
-13% -$719K 5.46% 6
2018
Q2
$5.48M Buy
184,990
+53,735
+41% +$1.59M 6.27% 5
2018
Q1
$3.77M Buy
131,255
+4,082
+3% +$117K 3.42% 6
2017
Q4
$3.78M Buy
+127,173
New +$3.78M 3.35% 6