Litman Gregory Wealth Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,469
| Closed | -$44K | – | 74 |
|
|
2017
Q3 | $44K | Hold |
1,469
| – | – | 0.02% | 53 |
|
|
2017
Q2 | $43K | Sell |
1,469
-134,835
| -99% | -$3.95M | 0.02% | 35 |
|
|
2017
Q1 | $3.91M | Sell |
136,304
-1,106
| -0.8% | -$31.7K | 2.42% | 9 |
|
|
2016
Q4 | $3.66M | Buy |
137,410
+64,114
| +87% | +$1.71M | 2.46% | 9 |
|
|
2016
Q3 | $1.82M | Sell |
73,296
-4,021
| -5% | -$99.7K | 1.32% | 10 |
|
|
2016
Q2 | $1.86M | Sell |
77,317
-11,921
| -13% | -$287K | 1.48% | 10 |
|
|
2016
Q1 | $2.17M | Sell |
89,238
-85,311
| -49% | -$2.08M | 1.72% | 9 |
|
|
2015
Q4 | $4.51M | Buy |
+174,549
| New | +$4.51M | 3.25% | 9 |
|