Mutual Advisors’s iShares Core MSCI Europe ETF IEUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,980
| Closed | -$233K | – | 1102 |
|
|
2024
Q3 | $233K | Buy |
+3,980
| New | +$233K | 0.01% | 1001 |
|
|
2023
Q2 | – | Sell |
-3,830
| Closed | -$201K | – | 1031 |
|
|
2023
Q1 | $201K | Buy |
+3,830
| New | +$201K | 0.01% | 928 |
|
|
2022
Q1 | – | Sell |
-3,597
| Closed | -$209K | – | 898 |
|
|
2021
Q4 | $209K | Sell |
3,597
-193
| -5% | -$11.2K | 0.01% | 837 |
|
|
2021
Q3 | $212K | Sell |
3,790
-110
| -3% | -$6.15K | 0.01% | 810 |
|
|
2021
Q2 | $223K | Sell |
3,900
-1,358
| -26% | -$77.7K | 0.01% | 759 |
|
|
2021
Q1 | $284K | Sell |
5,258
-3,655
| -41% | -$197K | 0.02% | 641 |
|
|
2020
Q4 | $457K | Sell |
8,913
-4,190
| -32% | -$215K | 0.03% | 483 |
|
|
2020
Q3 | $586K | Buy |
13,103
+39
| +0.3% | +$1.74K | 0.05% | 390 |
|
|
2020
Q2 | $559K | Sell |
13,064
-1,177
| -8% | -$50.4K | 0.05% | 357 |
|
|
2020
Q1 | $528K | Sell |
14,241
-544
| -4% | -$20.2K | 0.07% | 280 |
|
|
2019
Q4 | $737K | Sell |
14,785
-2,356
| -14% | -$117K | 0.08% | 271 |
|
|
2019
Q3 | $784K | Buy |
17,141
+2,371
| +16% | +$108K | 0.1% | 236 |
|
|
2019
Q2 | $688K | Buy |
14,770
+6,518
| +79% | +$304K | 0.09% | 274 |
|
|
2019
Q1 | $379K | Sell |
8,252
-319
| -4% | -$14.7K | 0.06% | 314 |
|
|
2018
Q4 | $354K | Buy |
8,571
+1,068
| +14% | +$44.1K | 0.07% | 285 |
|
|
2018
Q3 | $360K | Buy |
+7,503
| New | +$360K | 0.05% | 328 |
|