LWS Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.43M | Buy |
45,480
+383
| +0.8% | +$12.1K | 0.54% | 29 |
|
|
2023
Q3 | $1.36M | Sell |
45,097
-370
| -0.8% | -$11.1K | 0.59% | 30 |
|
|
2023
Q2 | $1.41M | Sell |
45,467
-1,543
| -3% | -$47.8K | 0.59% | 29 |
|
|
2023
Q1 | $1.39M | Buy |
47,010
+903
| +2% | +$26.6K | 0.57% | 29 |
|
|
2022
Q4 | $1.24M | Buy |
46,107
+6,266
| +16% | +$169K | 0.52% | 29 |
|
|
2022
Q3 | $1.19M | Buy |
39,841
+934
| +2% | +$27.9K | 0.46% | 31 |
|
|
2022
Q2 | $1.24M | Sell |
38,907
-985
| -2% | -$31.3K | 0.58% | 31 |
|
|
2022
Q1 | $1.35M | Buy |
39,892
+870
| +2% | +$29.5K | 0.58% | 27 |
|
|
2021
Q4 | $1.38M | Buy |
39,022
+1,136
| +3% | +$40.1K | 0.56% | 27 |
|
|
2021
Q3 | $1.3M | Sell |
37,886
-1,301
| -3% | -$44.7K | 0.57% | 27 |
|
|
2021
Q2 | $1.36M | Buy |
39,187
+103
| +0.3% | +$3.57K | 0.6% | 27 |
|
|
2021
Q1 | $1.29M | Buy |
39,084
+1,813
| +5% | +$59.8K | 0.58% | 28 |
|
|
2020
Q4 | $1.14M | Buy |
37,271
+1,227
| +3% | +$37.4K | 0.51% | 30 |
|
|
2020
Q3 | $992K | Buy |
36,044
+394
| +1% | +$10.8K | 0.49% | 29 |
|
|
2020
Q2 | $983K | Buy |
35,650
+4,776
| +15% | +$132K | 0.51% | 28 |
|
|
2020
Q1 | $748K | Sell |
30,874
-1,433
| -4% | -$34.7K | 0.49% | 30 |
|
|
2019
Q4 | $986K | Buy |
+32,307
| New | +$986K | 0.51% | 27 |
|