Lenox Wealth Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-133
| Closed | -$3K | – | 595 |
|
|
2020
Q2 | $3K | Hold |
133
| – | – | ﹤0.01% | 482 |
|
|
2020
Q1 | $3K | Hold |
133
| – | – | ﹤0.01% | 499 |
|
|
2019
Q4 | $5K | Hold |
133
| – | – | ﹤0.01% | 479 |
|
|
2019
Q3 | $4K | Hold |
133
| – | – | ﹤0.01% | 419 |
|
|
2019
Q2 | $4K | Sell |
133
-8,945
| -99% | -$269K | ﹤0.01% | 329 |
|
|
2019
Q1 | $300K | Buy |
9,078
+8,945
| +6,726% | +$296K | 0.06% | 52 |
|
|
2018
Q4 | $4K | Hold |
133
| – | – | ﹤0.01% | 299 |
|
|
2018
Q3 | $5K | Hold |
133
| – | – | ﹤0.01% | 308 |
|
|
2018
Q2 | $5K | Hold |
133
| – | – | ﹤0.01% | 454 |
|
|
2018
Q1 | $5K | Buy |
+133
| New | +$5K | ﹤0.01% | 417 |
|
|
2015
Q4 | – | Sell |
-79
| Closed | -$3K | – | 523 |
|
|
2015
Q3 | $3K | Buy |
+79
| New | +$3K | ﹤0.01% | 307 |
|