Institute for Wealth Management’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-560
| Closed | -$26K | – | 447 |
|
|
2019
Q4 | $26K | Buy |
+560
| New | +$26K | 0.01% | 544 |
|
|
2014
Q2 | – | Sell |
-1,087
| Closed | -$52K | – | 63 |
|
|
2014
Q1 | $52K | Sell |
1,087
-1,118
| -51% | -$53.5K | 0.04% | 54 |
|
|
2013
Q4 | $103K | Sell |
2,205
-2,871
| -57% | -$134K | 0.07% | 52 |
|
|
2013
Q3 | $242K | Buy |
5,076
+3,446
| +211% | +$164K | 0.17% | 37 |
|
|
2013
Q2 | $70K | Buy |
+1,630
| New | +$70K | 0.06% | 48 |
|