LWP
Lumature Wealth Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-362
| Closed | -$12K | – | 420 |
|
|
2022
Q1 | $12K | Sell |
362
-511
| -59% | -$16.9K | ﹤0.01% | 327 |
|
|
2021
Q4 | $31K | Hold |
873
| – | – | 0.01% | 263 |
|
|
2021
Q3 | $30K | Hold |
873
| – | – | 0.01% | 256 |
|
|
2021
Q2 | $30K | Sell |
873
-589
| -40% | -$20.2K | 0.01% | 250 |
|
|
2021
Q1 | $48K | Sell |
1,462
-512
| -26% | -$16.8K | 0.03% | 232 |
|
|
2020
Q4 | $60K | Buy |
+1,974
| New | +$60K | 0.06% | 144 |
|