Founders Financial Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-107,924
| Closed | -$2.98M | – | 184 |
|
|
2020
Q2 | $2.98M | Buy |
107,924
+89,287
| +479% | +$2.46M | 0.96% | 24 |
|
|
2020
Q1 | $451K | Sell |
18,637
-236,171
| -93% | -$5.72M | 0.17% | 73 |
|
|
2019
Q4 | $7.78M | Sell |
254,808
-3,299
| -1% | -$101K | 2.63% | 15 |
|
|
2019
Q3 | $7.73M | Buy |
258,107
+13,055
| +5% | +$391K | 2.46% | 14 |
|
|
2019
Q2 | $7.31M | Sell |
245,052
-79,432
| -24% | -$2.37M | 2.4% | 16 |
|
|
2019
Q1 | $9.37M | Buy |
+324,484
| New | +$9.37M | 2.97% | 12 |
|