Hefty Wealth Partners’s Global X MSCI Portugal ETF PGAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$893K Buy
72,865
+1,106
+2% +$13.6K 0.58% 52
2017
Q4
$853K Buy
+71,759
New +$878K 0.53% 65
2017
Q3
Sell
-510
Closed -$5K 273
2017
Q2
$5K Sell
510
-83,038
-99% -$907K ﹤0.01% 197
2017
Q1
$857K Buy
+83,548
New +$792K 0.62% 63
2016
Q3
Sell
-41,787
Closed -$393K 261
2016
Q2
$393K Buy
41,787
+2,917
+8% +$29.1K 0.32% 78
2016
Q1
$394K Buy
+38,870
New +$368K 0.37% 75

Other funds holding PGAL

Hefty Wealth Partners's PGAL Position: Q1 2018 in Review

Hefty Wealth Partners increased its Global X MSCI Portugal ETF (PGAL) stake by 1.5% in Q1 2018, buying an estimated $13.6K and bringing the position to 72,865 shares worth $893K. The position accounts for 0.58% of the portfolio, ranked #52.

Hefty Wealth Partners first reported a position in PGAL in Q1 2016 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold PGAL as of Q1 2018.

  • Hefty Wealth Partners held 72,865 shares of Global X MSCI Portugal ETF worth $893K as of Q1 2018.
  • Hefty Wealth Partners bought 1,106 Global X MSCI Portugal ETF shares in Q1 2018, an estimated $13.6K.
  • Global X MSCI Portugal ETF made up 0.58% of Hefty Wealth Partners's portfolio in Q1 2018, its #52 holding.
  • Hefty Wealth Partners first reported a position in Global X MSCI Portugal ETF in Q1 2016 and has held it in 6 quarters since.
  • 17 funds tracked by Wall St. Rank held Global X MSCI Portugal ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.