MWM
Mission Wealth Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,000
| Closed | -$214K | – | 317 |
|
|
2019
Q4 | $214K | Hold |
11,000
| – | – | 0.02% | 315 |
|
|
2019
Q3 | $194K | Hold |
11,000
| – | – | 0.02% | 310 |
|
|
2019
Q2 | $200K | Hold |
11,000
| – | – | 0.02% | 312 |
|
|
2019
Q1 | $200K | Hold |
11,000
| – | – | 0.02% | 302 |
|
|
2018
Q4 | $186K | Hold |
11,000
| – | – | 0.02% | 262 |
|
|
2018
Q3 | $223K | Hold |
11,000
| – | – | 0.03% | 258 |
|
|
2018
Q2 | $223K | Hold |
11,000
| – | – | 0.03% | 237 |
|
|
2018
Q1 | $254K | Sell |
11,000
-103
| -0.9% | -$2.38K | 0.04% | 185 |
|
|
2017
Q4 | $259K | Hold |
11,103
| – | – | 0.04% | 169 |
|
|
2017
Q3 | $261K | Hold |
11,103
| – | – | 0.05% | 155 |
|
|
2017
Q2 | $244K | Buy |
11,103
+103
| +0.9% | +$2.26K | 0.05% | 164 |
|
|
2017
Q1 | $224K | Hold |
11,000
| – | – | 0.04% | 163 |
|
|
2016
Q4 | $209K | Sell |
11,000
-28,915
| -72% | -$549K | 0.04% | 168 |
|
|
2016
Q3 | $685K | Hold |
39,915
| – | – | 0.17% | 68 |
|
|
2016
Q2 | $626K | Buy |
+39,915
| New | +$626K | 0.17% | 65 |
|