Geneos Wealth Management’s iShares Europe ETF IEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,400
| Closed | -$105K | – | 2515 |
|
|
2019
Q2 | $105K | Hold |
2,400
| – | – | 0.01% | 889 |
|
|
2019
Q1 | $104K | Hold |
2,400
| – | – | 0.01% | 852 |
|
|
2018
Q4 | $93K | Buy |
2,400
+400
| +20% | +$15.5K | 0.01% | 861 |
|
|
2018
Q3 | $90K | Buy |
+2,000
| New | +$90K | 0.01% | 923 |
|
|
2018
Q1 | – | Sell |
-1,200
| Closed | -$56K | – | 2203 |
|
|
2017
Q4 | $56K | Hold |
1,200
| – | – | 0.01% | 953 |
|
|
2017
Q3 | $56K | Buy |
+1,200
| New | +$56K | 0.01% | 896 |
|
|
2016
Q2 | – | Sell |
-131
| Closed | -$5K | – | 1822 |
|
|
2016
Q1 | $5K | Buy |
+131
| New | +$5K | ﹤0.01% | 1486 |
|