Gradient Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-976
| Closed | -$34.7K | – | 744 |
|
|
2024
Q2 | $34.7K | Buy |
+976
| New | +$34.7K | ﹤0.01% | 544 |
|
|
2024
Q1 | – | Sell |
-2,992
| Closed | -$94.3K | – | 1491 |
|
|
2023
Q4 | $94.3K | Buy |
2,992
+75
| +3% | +$2.36K | ﹤0.01% | 430 |
|
|
2023
Q3 | $87.8K | Buy |
2,917
+1,812
| +164% | +$54.5K | ﹤0.01% | 406 |
|
|
2023
Q2 | $34.3K | Buy |
+1,105
| New | +$34.3K | ﹤0.01% | 582 |
|
|
2018
Q2 | – | Sell |
-578
| Closed | -$17K | – | 1050 |
|
|
2018
Q1 | $17K | Buy |
+578
| New | +$17K | ﹤0.01% | 509 |
|
|
2016
Q4 | – | Sell |
-78
| Closed | -$2K | – | 754 |
|
|
2016
Q3 | $2K | Buy |
+78
| New | +$2K | ﹤0.01% | 614 |
|