LifePlan Financial Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.63M | Buy |
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2020
Q2 | $2.14M | Buy |
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2020
Q1 | $1.43M | Buy |
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|
2019
Q4 | $1.69M | Buy |
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|
2019
Q3 | $1.43M | Buy |
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|
2019
Q2 | $1.09M | Buy |
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|
2019
Q1 | $529K | Sell |
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|
2018
Q4 | $487K | Sell |
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|
2018
Q3 | $663K | Sell |
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|
2018
Q2 | $2.06M | Sell |
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|
2018
Q1 | $4.16M | Buy |
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|
2017
Q4 | $3.99M | Hold |
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|
2017
Q3 | $3.99M | Sell |
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|
2017
Q2 | $4.25M | Buy |
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|
2017
Q1 | $1.81M | Buy |
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|
2016
Q4 | $816K | Buy |
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|
2016
Q3 | $231K | Buy |
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