Guardian Wealth Advisors (North Carolina)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,386
| Closed | -$155K | – | 459 |
|
|
2023
Q4 | $155K | Sell |
7,386
-2,384
| -24% | -$50K | 0.02% | 250 |
|
|
2023
Q3 | $185K | Sell |
9,770
-989
| -9% | -$18.7K | 0.03% | 240 |
|
|
2023
Q2 | $206K | Sell |
10,759
-533
| -5% | -$10.2K | 0.04% | 224 |
|
|
2023
Q1 | $211K | Buy |
11,292
+698
| +7% | +$13.1K | 0.04% | 210 |
|
|
2022
Q4 | $186K | Sell |
10,594
-300
| -3% | -$5.26K | 0.04% | 201 |
|
|
2022
Q3 | $152K | Sell |
10,894
-355
| -3% | -$4.95K | 0.03% | 197 |
|
|
2022
Q2 | $179K | Sell |
11,249
-333
| -3% | -$5.3K | 0.03% | 191 |
|
|
2022
Q1 | $219K | Buy |
+11,582
| New | +$219K | 0.09% | 157 |
|