LGWM
Litman Gregory Wealth Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,700
| Closed | -$53K | – | 102 |
|
|
2021
Q1 | $53K | Hold |
1,700
| – | – | 0.01% | 97 |
|
|
2020
Q4 | $50K | Buy |
1,700
+700
| +70% | +$20.6K | 0.01% | 97 |
|
|
2020
Q3 | $25K | Sell |
1,000
-2,000
| -67% | -$50K | 0.01% | 115 |
|
|
2020
Q2 | $77K | Buy |
3,000
+1,500
| +100% | +$38.5K | 0.02% | 77 |
|
|
2020
Q1 | $36K | Buy |
1,500
+500
| +50% | +$12K | 0.01% | 94 |
|
|
2019
Q4 | $34K | Buy |
+1,000
| New | +$34K | 0.01% | 106 |
|