MGWM
Marks Group Wealth Management’s iShares MSCI Australia ETF EWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-15,311
| Closed | -$325K | – | 272 |
|
|
2022
Q2 | $325K | Sell |
15,311
-14,204
| -48% | -$302K | 0.05% | 242 |
|
|
2022
Q1 | $780K | Sell |
29,515
-16,179
| -35% | -$428K | 0.1% | 194 |
|
|
2021
Q4 | $1.14M | Sell |
45,694
-81,277
| -64% | -$2.02M | 0.14% | 159 |
|
|
2021
Q3 | $3.15M | Sell |
126,971
-44,444
| -26% | -$1.1M | 0.43% | 85 |
|
|
2021
Q2 | $4.46M | Sell |
171,415
-6,100
| -3% | -$159K | 0.61% | 75 |
|
|
2021
Q1 | $4.4M | Buy |
177,515
+1,729
| +1% | +$42.8K | 0.65% | 73 |
|
|
2020
Q4 | $4.21M | Sell |
175,786
-2,037
| -1% | -$48.8K | 0.66% | 69 |
|
|
2020
Q3 | $3.51M | Sell |
177,823
-2,024
| -1% | -$39.9K | 0.63% | 70 |
|
|
2020
Q2 | $3.47M | Buy |
179,847
+2,004
| +1% | +$38.7K | 0.71% | 66 |
|
|
2020
Q1 | $2.78M | Buy |
177,843
+126
| +0.1% | +$1.97K | 0.72% | 68 |
|
|
2019
Q4 | $4.02M | Buy |
+177,717
| New | +$4.02M | 0.79% | 57 |
|