MGWM
Marks Group Wealth Management’s iShares MSCI Spain ETF EWP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-12,751
| Closed | -$298K | – | 281 |
|
2022
Q2 | $298K | Sell |
12,751
-11,983
| -48% | -$280K | 0.04% | 248 |
|
2022
Q1 | $630K | Sell |
24,734
-13,662
| -36% | -$348K | 0.08% | 209 |
|
2021
Q4 | $1.01M | Sell |
38,396
-67,394
| -64% | -$1.77M | 0.12% | 174 |
|
2021
Q3 | $2.85M | Sell |
105,790
-36,970
| -26% | -$996K | 0.39% | 95 |
|
2021
Q2 | $4.06M | Sell |
142,760
-1,966
| -1% | -$55.9K | 0.56% | 84 |
|
2021
Q1 | $3.96M | Buy |
144,726
+6,839
| +5% | +$187K | 0.59% | 77 |
|
2020
Q4 | $3.73M | Sell |
137,887
-3,421
| -2% | -$92.5K | 0.58% | 78 |
|
2020
Q3 | $3.08M | Buy |
141,308
+2,623
| +2% | +$57.1K | 0.56% | 79 |
|
2020
Q2 | $3.11M | Buy |
138,685
+10,588
| +8% | +$238K | 0.63% | 76 |
|
2020
Q1 | $2.6M | Sell |
128,097
-15
| -0% | -$304 | 0.67% | 73 |
|
2019
Q4 | $3.71M | Buy |
+128,112
| New | +$3.71M | 0.73% | 64 |
|