Larson Financial Group’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-507
| Closed | -$12K | – | 875 |
|
2020
Q4 | $12K | Buy |
507
+14
| +3% | +$331 | ﹤0.01% | 467 |
|
2020
Q3 | $10K | Buy |
493
+28
| +6% | +$568 | ﹤0.01% | 434 |
|
2020
Q2 | $9K | Sell |
465
-89
| -16% | -$1.72K | ﹤0.01% | 413 |
|
2020
Q1 | $9K | Buy |
554
+67
| +14% | +$1.09K | 0.01% | 307 |
|
2019
Q4 | $11K | Buy |
+487
| New | +$11K | 0.01% | 287 |
|