Heritage Wealth Advisors’s iShares Core MSCI Europe ETF IEUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-650
| Closed | -$29K | – | 547 |
|
|
2022
Q2 | $29K | Hold |
650
| – | – | ﹤0.01% | 376 |
|
|
2022
Q1 | $35K | Sell |
650
-500
| -43% | -$26.9K | ﹤0.01% | 348 |
|
|
2021
Q4 | $67K | Buy |
1,150
+500
| +77% | +$29.1K | ﹤0.01% | 300 |
|
|
2021
Q3 | $36.4K | Hold |
650
| – | – | ﹤0.01% | 348 |
|
|
2021
Q2 | $37.2K | Hold |
650
| – | – | ﹤0.01% | 350 |
|
|
2021
Q1 | $35.1K | Hold |
650
| – | – | ﹤0.01% | 366 |
|
|
2020
Q4 | $33K | Hold |
650
| – | – | ﹤0.01% | 361 |
|
|
2020
Q3 | $29.1K | Buy |
+650
| New | +$29.1K | ﹤0.01% | 317 |
|