Monograph Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-24,176
| Closed | -$507K | – | 156 |
|
|
2023
Q4 | $507K | Buy |
24,176
+100
| +0.4% | +$2.1K | 0.09% | 58 |
|
|
2023
Q3 | $455K | Hold |
24,076
| – | – | 0.09% | 72 |
|
|
2023
Q2 | $462K | Buy |
24,076
+245
| +1% | +$4.7K | 0.1% | 51 |
|
|
2023
Q1 | $446K | Sell |
23,831
-117
| -0.5% | -$2.19K | 0.1% | 52 |
|
|
2022
Q4 | $420K | Buy |
+23,948
| New | +$420K | 0.11% | 59 |
|