Geneos Wealth Management’s iShares MSCI Taiwan ETF EWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,109
| Closed | -$50.3K | – | 2084 |
|
|
2023
Q1 | $50.3K | Buy |
+1,109
| New | +$50.3K | ﹤0.01% | 1083 |
|
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$34K | – | 2504 |
|
|
2019
Q2 | $34K | Hold |
1,000
| – | – | ﹤0.01% | 1378 |
|
|
2019
Q1 | $34K | Hold |
1,000
| – | – | ﹤0.01% | 1330 |
|
|
2018
Q4 | $31K | Sell |
1,000
-70
| -7% | -$2.17K | ﹤0.01% | 1315 |
|
|
2018
Q3 | $40K | Buy |
1,070
+70
| +7% | +$2.62K | ﹤0.01% | 1273 |
|
|
2018
Q2 | $36K | Hold |
1,000
| – | – | ﹤0.01% | 1199 |
|
|
2018
Q1 | $38K | Hold |
1,000
| – | – | ﹤0.01% | 1121 |
|
|
2017
Q4 | $36K | Buy |
1,000
+916
| +1,090% | +$33K | ﹤0.01% | 1150 |
|
|
2017
Q3 | $3K | Sell |
84
-375
| -82% | -$13.4K | ﹤0.01% | 1886 |
|
|
2017
Q2 | $16K | Sell |
459
-227
| -33% | -$7.91K | ﹤0.01% | 1357 |
|
|
2017
Q1 | $22K | Buy |
686
+150
| +28% | +$4.81K | ﹤0.01% | 1200 |
|
|
2016
Q4 | $15K | Buy |
+536
| New | +$15K | ﹤0.01% | 1291 |
|