Executive Wealth Management’s iShares Core MSCI Europe ETF IEUR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-102,621
| Closed | -$5.84M | – | 266 |
|
2024
Q2 | $5.84M | Buy |
+102,621
| New | +$5.84M | 1.07% | 32 |
|
2024
Q1 | – | Sell |
-112,964
| Closed | -$6.22M | – | 248 |
|
2023
Q4 | $6.22M | Buy |
+112,964
| New | +$6.22M | 0.58% | 60 |
|
2023
Q3 | – | Sell |
-119,455
| Closed | -$6.29M | – | 205 |
|
2023
Q2 | $6.29M | Buy |
119,455
+1,208
| +1% | +$63.6K | 0.65% | 56 |
|
2023
Q1 | $6.19M | Sell |
118,247
-5,298
| -4% | -$278K | 0.69% | 46 |
|
2022
Q4 | $5.87M | Buy |
+123,545
| New | +$5.87M | 0.72% | 48 |
|