Merriman Wealth Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-57,900
| Closed | -$1.05M | – | 200 |
|
|
2019
Q1 | $1.05M | Buy |
+57,900
| New | +$1.05M | 0.2% | 93 |
|
|
2018
Q4 | – | Sell |
-79,700
| Closed | -$1.62M | – | 178 |
|
|
2018
Q3 | $1.62M | Buy |
+79,700
| New | +$1.62M | 0.34% | 49 |
|
|
2018
Q1 | – | Sell |
-116,100
| Closed | -$2.71M | – | 189 |
|
|
2017
Q4 | $2.71M | Buy |
116,100
+400
| +0.3% | +$9.32K | 0.66% | 40 |
|
|
2017
Q3 | $2.72M | Hold |
115,700
| – | – | 0.65% | 42 |
|
|
2017
Q2 | $2.54M | Hold |
115,700
| – | – | 0.71% | 41 |
|
|
2017
Q1 | $2.35M | Hold |
115,700
| – | – | 0.57% | 47 |
|
|
2016
Q4 | $2.19M | Buy |
115,700
+67,800
| +142% | +$1.29M | 0.6% | 43 |
|
|
2016
Q3 | $822K | Buy |
+47,900
| New | +$822K | 0.17% | 97 |
|
|
2015
Q3 | – | Sell |
-18,300
| Closed | -$435K | – | 42 |
|
|
2015
Q2 | $435K | Buy |
+18,300
| New | +$435K | 0.87% | 18 |
|
|
2014
Q2 | – | Sell |
-31,810
| Closed | -$819K | – | 40 |
|
|
2014
Q1 | $819K | Sell |
31,810
-1,390
| -4% | -$35.8K | 0.85% | 22 |
|
|
2013
Q4 | $834K | Buy |
+33,200
| New | +$834K | 0.35% | 48 |
|