Global Retirement Partners’s iShares MSCI Europe Financials ETF EUFN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $79.4K | Buy |
+2,510
| New | +$79.4K | ﹤0.01% | 1530 |
|
2024
Q4 | $6.08K | Sell |
261
-444
| -63% | -$10.3K | ﹤0.01% | 2598 |
|
2024
Q3 | $17.4K | Sell |
705
-933
| -57% | -$23.1K | ﹤0.01% | 2054 |
|
2024
Q2 | $36.6K | Hold |
1,638
| – | – | ﹤0.01% | 1699 |
|
2024
Q1 | $37.2K | Sell |
1,638
-379
| -19% | -$8.62K | ﹤0.01% | 1537 |
|
2023
Q4 | $40.7K | Buy |
2,017
+2,015
| +100,750% | +$40.7K | ﹤0.01% | 1448 |
|
2023
Q3 | $37 | Hold |
2
| – | – | ﹤0.01% | 3209 |
|
2023
Q2 | $38 | Hold |
2
| – | – | ﹤0.01% | 3161 |
|
2023
Q1 | $39 | Sell |
2
-891
| -100% | -$17.4K | ﹤0.01% | 3153 |
|
2022
Q4 | $15.7K | Buy |
893
+4
| +0.4% | +$70 | ﹤0.01% | 1583 |
|
2022
Q3 | $14K | Hold |
889
| – | – | ﹤0.01% | 1530 |
|
2022
Q2 | $14K | Buy |
889
+35
| +4% | +$551 | ﹤0.01% | 1481 |
|
2022
Q1 | $15K | Buy |
+854
| New | +$15K | ﹤0.01% | 1457 |
|
2021
Q4 | – | Sell |
-836
| Closed | -$16K | – | 687 |
|
2021
Q3 | $16K | Sell |
836
-375
| -31% | -$7.18K | ﹤0.01% | 1273 |
|
2021
Q2 | $24K | Buy |
1,211
+392
| +48% | +$7.77K | ﹤0.01% | 1127 |
|
2021
Q1 | $16K | Hold |
819
| – | – | ﹤0.01% | 1165 |
|
2020
Q4 | $14K | Buy |
819
+3
| +0.4% | +$51 | ﹤0.01% | 1151 |
|
2020
Q3 | $11K | Buy |
816
+500
| +158% | +$6.74K | ﹤0.01% | 1106 |
|
2020
Q2 | $4K | Buy |
316
+3
| +1% | +$38 | ﹤0.01% | 1325 |
|
2020
Q1 | $4K | Hold |
313
| – | – | ﹤0.01% | 1272 |
|
2019
Q4 | $6K | Buy |
313
+3
| +1% | +$58 | ﹤0.01% | 1281 |
|
2019
Q3 | $5K | Sell |
310
-1,180
| -79% | -$19K | ﹤0.01% | 1292 |
|
2019
Q2 | $27K | Buy |
1,490
+310
| +26% | +$5.62K | 0.01% | 787 |
|
2019
Q1 | $21K | Hold |
1,180
| – | – | 0.01% | 803 |
|
2018
Q4 | $20K | Sell |
1,180
-3,065
| -72% | -$51.9K | 0.01% | 742 |
|
2018
Q3 | $86K | Hold |
4,245
| – | – | 0.02% | 433 |
|
2018
Q2 | $86K | Buy |
4,245
+3,065
| +260% | +$62.1K | 0.02% | 411 |
|
2018
Q1 | $27K | Buy |
+1,180
| New | +$27K | 0.01% | 679 |
|