Endowment Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-62,954
| Closed | -$1.75M | – | 141 |
|
|
2022
Q4 | $1.75M | Buy |
62,954
+12,624
| +25% | +$351K | 1.92% | 12 |
|
|
2022
Q3 | $1.45M | Buy |
50,330
+4,751
| +10% | +$137K | 1.76% | 14 |
|
|
2022
Q2 | $1.43M | Buy |
45,579
+2,828
| +7% | +$88.6K | 1.72% | 12 |
|
|
2022
Q1 | $1.46M | Sell |
42,751
-4,383
| -9% | -$150K | 1.54% | 14 |
|
|
2021
Q4 | $1.78M | Buy |
+47,134
| New | +$1.78M | 1.79% | 12 |
|