Heritage Wealth Management (Arizona)’s iShares Core MSCI Pacific ETF IPAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $54.9K | Buy |
1,022
+511
| +100% | +$27.4K | 0.01% | 486 |
|
|
2022
Q3 | $24K | Sell |
511
-69
| -12% | -$3.24K | 0.01% | 502 |
|
|
2022
Q2 | $30.2K | Sell |
580
-139
| -19% | -$7.23K | 0.01% | 489 |
|
|
2022
Q1 | $44K | Buy |
+719
| New | +$44K | 0.01% | 493 |
|
|
2021
Q3 | $50K | Sell |
750
-389
| -34% | -$25.9K | 0.02% | 445 |
|
|
2021
Q2 | $76K | Sell |
1,139
-189
| -14% | -$12.6K | 0.03% | 392 |
|
|
2021
Q1 | $88K | Buy |
+1,328
| New | +$88K | 0.05% | 265 |
|