FineMark National Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-580
| Closed | -$15K | – | 635 |
|
|
2016
Q4 | $15K | Hold |
580
| – | – | ﹤0.01% | 868 |
|
|
2016
Q3 | $14K | Hold |
580
| – | – | ﹤0.01% | 870 |
|
|
2016
Q2 | $14K | Sell |
580
-1,400
| -71% | -$33.8K | ﹤0.01% | 883 |
|
|
2016
Q1 | $47K | Buy |
1,980
+1,400
| +241% | +$33.2K | 0.01% | 590 |
|
|
2015
Q4 | $15K | Hold |
580
| – | – | ﹤0.01% | 871 |
|
|
2015
Q3 | $14K | Buy |
+580
| New | +$14K | ﹤0.01% | 917 |
|