MGWM
Marks Group Wealth Management’s iShares MSCI Switzerland ETF EWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,879
| Closed | -$327K | – | 278 |
|
|
2022
Q2 | $327K | Sell |
7,879
-6,598
| -46% | -$274K | 0.05% | 240 |
|
|
2022
Q1 | $711K | Sell |
14,477
-6,638
| -31% | -$326K | 0.09% | 199 |
|
|
2021
Q4 | $1.11M | Sell |
21,115
-37,355
| -64% | -$1.97M | 0.14% | 161 |
|
|
2021
Q3 | $2.72M | Sell |
58,470
-25,185
| -30% | -$1.17M | 0.37% | 100 |
|
|
2021
Q2 | $4.07M | Sell |
83,655
-2,924
| -3% | -$142K | 0.56% | 83 |
|
|
2021
Q1 | $3.83M | Buy |
86,579
+1,284
| +2% | +$56.8K | 0.57% | 80 |
|
|
2020
Q4 | $3.81M | Buy |
85,295
+9,878
| +13% | +$441K | 0.59% | 76 |
|
|
2020
Q3 | $3.1M | Sell |
75,417
-725
| -1% | -$29.8K | 0.56% | 78 |
|
|
2020
Q2 | $2.97M | Sell |
76,142
-9,164
| -11% | -$357K | 0.6% | 77 |
|
|
2020
Q1 | $3.02M | Sell |
85,306
-4,223
| -5% | -$150K | 0.78% | 60 |
|
|
2019
Q4 | $3.64M | Buy |
+89,529
| New | +$3.64M | 0.72% | 65 |
|