Heritage Wealth Management (Arizona)’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
Q4 | $182K | Buy |
3,836
+1,827
| +91% | +$86.8K | 0.03% | 341 |
|
|
2022
Q3 | $79K | Sell |
2,009
-240
| -11% | -$9.44K | 0.03% | 351 |
|
|
2022
Q2 | $101K | Sell |
2,249
-321
| -12% | -$14.4K | 0.03% | 333 |
|
|
2022
Q1 | $137K | Buy |
+2,570
| New | +$137K | 0.04% | 332 |
|
|
2021
Q3 | $147K | Sell |
2,618
-853
| -25% | -$47.9K | 0.05% | 267 |
|
|
2021
Q2 | $199K | Sell |
3,471
-451
| -11% | -$25.9K | 0.08% | 222 |
|
|
2021
Q1 | $212K | Buy |
+3,922
| New | +$212K | 0.12% | 156 |
|