Financial Advocates Investment Management’s iShares MSCI Switzerland ETF EWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-44,971
| Closed | -$1.89M | – | 758 |
|
|
2022
Q4 | $1.89M | Buy |
+44,971
| New | +$1.89M | 0.14% | 169 |
|
|
2021
Q2 | – | Sell |
-4,821
| Closed | -$213K | – | 749 |
|
|
2021
Q1 | $213K | Sell |
4,821
-294
| -6% | -$13K | 0.02% | 686 |
|
|
2020
Q4 | $229K | Sell |
5,115
-211
| -4% | -$9.45K | 0.02% | 640 |
|
|
2020
Q3 | $219K | Sell |
5,326
-570
| -10% | -$23.4K | 0.02% | 546 |
|
|
2020
Q2 | $230K | Buy |
+5,896
| New | +$230K | 0.02% | 510 |
|
|
2020
Q1 | – | Sell |
-6,046
| Closed | -$246K | – | 486 |
|
|
2019
Q4 | $246K | Sell |
6,046
-339
| -5% | -$13.8K | 0.03% | 438 |
|
|
2019
Q3 | $241K | Sell |
6,385
-1,822
| -22% | -$68.8K | 0.03% | 418 |
|
|
2019
Q2 | $308K | Sell |
8,207
-142
| -2% | -$5.33K | 0.04% | 362 |
|
|
2019
Q1 | $295K | Hold |
8,349
| – | – | 0.04% | 365 |
|
|
2018
Q4 | $263K | Hold |
8,349
| – | – | 0.04% | 367 |
|
|
2018
Q3 | $290K | Hold |
8,349
| – | – | 0.03% | 400 |
|
|
2018
Q2 | $271K | Buy |
8,349
+57
| +0.7% | +$1.85K | 0.03% | 393 |
|
|
2018
Q1 | $285K | Buy |
8,292
+244
| +3% | +$8.39K | 0.04% | 377 |
|
|
2017
Q4 | $286K | Buy |
+8,048
| New | +$286K | 0.04% | 366 |
|