MWM
Merriman Wealth Management’s iShares MSCI Canada ETF EWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-21,052
| Closed | -$737K | – | 196 |
|
|
2023
Q2 | $737K | Buy |
+21,052
| New | +$737K | 0.04% | 120 |
|
|
2023
Q1 | – | Sell |
-24,647
| Closed | -$807K | – | 199 |
|
|
2022
Q4 | $807K | Buy |
+24,647
| New | +$807K | 0.04% | 120 |
|
|
2019
Q2 | – | Sell |
-19,496
| Closed | -$539K | – | 201 |
|
|
2019
Q1 | $539K | Buy |
+19,496
| New | +$539K | 0.1% | 127 |
|
|
2017
Q2 | – | Sell |
-16,396
| Closed | -$441K | – | 125 |
|
|
2017
Q1 | $441K | Buy |
16,396
+196
| +1% | +$5.27K | 0.11% | 102 |
|
|
2016
Q4 | $424K | Buy |
16,200
+400
| +3% | +$10.5K | 0.12% | 97 |
|
|
2016
Q3 | $406K | Hold |
15,800
| – | – | 0.08% | 109 |
|
|
2016
Q2 | $387K | Hold |
15,800
| – | – | 0.11% | 86 |
|
|
2016
Q1 | $375K | Buy |
+15,800
| New | +$375K | 0.35% | 39 |
|