IFP Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-110
| Closed | -$4.79K | – | 3136 |
|
2023
Q3 | $4.79K | Hold |
110
| – | – | ﹤0.01% | 2517 |
|
2023
Q2 | $5.08K | Sell |
110
-179
| -62% | -$8.27K | ﹤0.01% | 2537 |
|
2023
Q1 | $9.74K | Sell |
289
-1,608
| -85% | -$54.2K | ﹤0.01% | 2300 |
|
2022
Q4 | $64K | Buy |
1,897
+110
| +6% | +$3.71K | ﹤0.01% | 2065 |
|
2022
Q3 | $60K | Hold |
1,787
| – | – | ﹤0.01% | 2232 |
|
2022
Q2 | $60K | Hold |
1,787
| – | – | ﹤0.01% | 2021 |
|
2022
Q1 | $60K | Buy |
1,787
+1,722
| +2,649% | +$57.8K | ﹤0.01% | 2021 |
|
2021
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 2608 |
|
2021
Q3 | $3K | Sell |
65
-755
| -92% | -$34.8K | ﹤0.01% | 2651 |
|
2021
Q2 | $41K | Buy |
820
+755
| +1,162% | +$37.8K | ﹤0.01% | 1607 |
|
2021
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 2525 |
|
2020
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 2474 |
|
2020
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 2333 |
|
2020
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 2235 |
|
2020
Q1 | $2K | Hold |
65
| – | – | ﹤0.01% | 2313 |
|
2019
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 2354 |
|
2019
Q3 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 2667 |
|
2019
Q1 | $69K | Buy |
1,948
+163
| +9% | +$5.77K | 0.01% | 833 |
|
2018
Q4 | $56K | Sell |
1,785
-5,178
| -74% | -$162K | ﹤0.01% | 1531 |
|
2018
Q3 | $242K | Sell |
6,963
-3,072
| -31% | -$107K | 0.01% | 974 |
|
2018
Q2 | $327K | Sell |
10,035
-6,309
| -39% | -$206K | 0.01% | 845 |
|
2018
Q1 | $582K | Hold |
16,344
| – | – | 0.03% | 560 |
|
2017
Q4 | $582K | Buy |
16,344
+665
| +4% | +$23.7K | 0.03% | 558 |
|
2017
Q3 | $549K | Sell |
15,679
-2,479
| -14% | -$86.8K | 0.02% | 652 |
|
2017
Q2 | $623K | Sell |
18,158
-6,044
| -25% | -$207K | 0.03% | 590 |
|
2017
Q1 | $774K | Sell |
24,202
-2,296
| -9% | -$73.4K | 0.03% | 506 |
|
2016
Q4 | $781K | Buy |
26,498
+3,910
| +17% | +$115K | 0.04% | 456 |
|
2016
Q3 | $690K | Sell |
22,588
-2,241
| -9% | -$68.5K | 0.04% | 465 |
|
2016
Q2 | $736K | Buy |
24,829
+22,881
| +1,175% | +$678K | 0.04% | 428 |
|
2016
Q1 | $69K | Sell |
1,948
-19,511
| -91% | -$691K | 0.01% | 833 |
|
2015
Q4 | $666K | Buy |
+21,459
| New | +$666K | 0.04% | 405 |
|