IFP Advisors’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-65
| Closed | -$2K | – | 2771 |
|
|
2018
Q4 | $2K | Sell |
65
-250
| -79% | -$7.69K | ﹤0.01% | 3109 |
|
|
2018
Q3 | $8K | Hold |
315
| – | – | ﹤0.01% | 2934 |
|
|
2018
Q2 | $8K | Hold |
315
| – | – | ﹤0.01% | 2985 |
|
|
2018
Q1 | $8K | Hold |
315
| – | – | ﹤0.01% | 2919 |
|
|
2017
Q4 | $8K | Hold |
315
| – | – | ﹤0.01% | 2916 |
|
|
2017
Q3 | $8K | Hold |
315
| – | – | ﹤0.01% | 3109 |
|
|
2017
Q2 | $8K | Buy |
315
+250
| +385% | +$6.35K | ﹤0.01% | 3126 |
|
|
2017
Q1 | $1K | Buy |
+65
| New | +$1K | ﹤0.01% | 3775 |
|
|
2016
Q4 | – | Sell |
-60
| Closed | -$1K | – | 4013 |
|
|
2016
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 3713 |
|
|
2016
Q2 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 3613 |
|
|
2016
Q1 | – | Sell |
-60
| Closed | -$1K | – | 2815 |
|
|
2015
Q4 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 3505 |
|