H&H Retirement Design & Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-6,068
| Closed | -$217K | – | 82 |
|
2024
Q2 | $217K | Hold |
6,068
| – | – | 0.13% | 82 |
|
2024
Q1 | $206K | Sell |
6,068
-3,850
| -39% | -$131K | 0.14% | 81 |
|
2023
Q4 | $321K | Sell |
9,918
-1
| -0% | -$32 | 0.2% | 50 |
|
2023
Q3 | $314K | Sell |
9,919
-591
| -6% | -$18.7K | 0.22% | 44 |
|
2023
Q2 | $346K | Sell |
10,510
-8
| -0.1% | -$264 | 0.23% | 43 |
|
2023
Q1 | $353K | Sell |
10,518
-78,239
| -88% | -$2.63M | 0.22% | 40 |
|
2022
Q4 | $2.9M | Buy |
88,757
+2,007
| +2% | +$65.5K | 2.44% | 12 |
|
2022
Q3 | $2.28M | Sell |
86,750
-17,298
| -17% | -$454K | 2.15% | 12 |
|
2022
Q2 | $3.19M | Sell |
104,048
-11,874
| -10% | -$364K | 2.33% | 11 |
|
2022
Q1 | $3.97M | Buy |
115,922
+26
| +0% | +$889 | 2.7% | 12 |
|
2021
Q4 | $3.97M | Buy |
+115,896
| New | +$3.97M | 2.51% | 12 |
|