LWS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.43M | Buy |
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|
2023
Q3 | $1.36M | Sell |
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|
2023
Q2 | $1.41M | Sell |
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|
2023
Q1 | $1.39M | Buy |
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|
2022
Q4 | $1.24M | Buy |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $1.24M | Sell |
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|
2022
Q1 | $1.35M | Buy |
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|
2021
Q4 | $1.38M | Buy |
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|
2021
Q3 | $1.3M | Sell |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $1.29M | Buy |
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|
2020
Q4 | $1.14M | Buy |
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|
2020
Q3 | $992K | Buy |
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|
2020
Q2 | $983K | Buy |
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|
2020
Q1 | $748K | Sell |
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|
2019
Q4 | $986K | Buy |
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