HCR Wealth Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-626
| Closed | -$42K | – | 223 |
|
|
2020
Q4 | $42K | Buy |
+626
| New | +$42K | 0.01% | 210 |
|
|
2020
Q3 | – | Sell |
-1,831
| Closed | -$101K | – | 251 |
|
|
2020
Q2 | $101K | Buy |
+1,831
| New | +$101K | 0.02% | 161 |
|
|
2020
Q1 | – | Sell |
-1,831
| Closed | -$113K | – | 247 |
|
|
2019
Q4 | $113K | Buy |
+1,831
| New | +$113K | 0.03% | 166 |
|