JMFC
J.M. Forbes & Co’s iShares MSCI Europe Financials ETF EUFN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-401,792
| Closed | -$8.13M | – | 106 |
|
|
2018
Q2 | $8.13M | Buy |
401,792
+3,015
| +0.8% | +$61K | 1.82% | 27 |
|
|
2018
Q1 | $9.21M | Buy |
398,777
+272,183
| +215% | +$6.29M | 2.15% | 19 |
|
|
2017
Q4 | $2.95M | Buy |
+126,594
| New | +$2.95M | 0.68% | 46 |
|