JWM
Jacobus Wealth Management’s iShares MSCI South Korea ETF EWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-19,515
| Closed | -$1.18M | – | 304 |
|
|
2014
Q3 | $1.18M | Hold |
19,515
| – | – | 0.33% | 68 |
|
|
2014
Q2 | $1.27M | Sell |
19,515
-1,515
| -7% | -$98.5K | 0.32% | 67 |
|
|
2014
Q1 | $1.29M | Sell |
21,030
-1,940
| -8% | -$119K | 0.31% | 63 |
|
|
2013
Q4 | $1.49M | Buy |
22,970
+3,370
| +17% | +$218K | 0.43% | 48 |
|
|
2013
Q3 | $1.21M | Hold |
19,600
| – | – | 0.42% | 50 |
|
|
2013
Q2 | $1.04M | Buy |
+19,600
| New | +$1.04M | 0.38% | 54 |
|