Lenox Wealth Management’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
Q1 | – | Sell |
-2,647
| Closed | -$90K | – | 722 |
|
|
2019
Q4 | $90K | Buy |
2,647
+2,013
| +318% | +$68.4K | 0.03% | 231 |
|
|
2019
Q3 | $19K | Sell |
634
-889
| -58% | -$26.6K | 0.01% | 370 |
|
|
2019
Q2 | $49K | Buy |
1,523
+149
| +11% | +$4.79K | 0.01% | 249 |
|
|
2019
Q1 | $45K | Buy |
+1,374
| New | +$45K | 0.01% | 248 |
|
|
2018
Q4 | – | Sell |
-1,542
| Closed | -$53K | – | 655 |
|
|
2018
Q3 | $53K | Sell |
1,542
-3,678
| -70% | -$126K | 0.02% | 229 |
|
|
2018
Q2 | $182K | Buy |
5,220
+281
| +6% | +$9.8K | 0.06% | 142 |
|
|
2018
Q1 | $171K | Buy |
4,939
+4,643
| +1,569% | +$161K | 0.06% | 133 |
|
|
2017
Q4 | $11K | Hold |
296
| – | – | ﹤0.01% | 374 |
|
|
2017
Q3 | $10K | Hold |
296
| – | – | ﹤0.01% | 394 |
|
|
2017
Q2 | $10K | Buy |
+296
| New | +$10K | ﹤0.01% | 373 |
|