NewEdge Wealth’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $530K | Sell |
17,710
-894
| -5% | -$26.8K | 0.01% | 697 |
|
2025
Q1 | $512K | Sell |
18,604
-2,871
| -13% | -$79K | 0.01% | 645 |
|
2024
Q4 | $560K | Sell |
21,475
-1,658
| -7% | -$43.2K | 0.01% | 615 |
|
2024
Q3 | $639K | Sell |
23,133
-6,480
| -22% | -$179K | 0.01% | 568 |
|
2024
Q2 | $791K | Hold |
29,613
| – | – | 0.02% | 454 |
|
2024
Q1 | $782K | Hold |
29,613
| – | – | 0.02% | 466 |
|
2023
Q4 | $736K | Sell |
29,613
-5,249
| -15% | -$131K | 0.02% | 442 |
|
2023
Q3 | $807K | Buy |
34,862
+17,653
| +103% | +$408K | 0.03% | 385 |
|
2023
Q2 | $412K | Buy |
+17,209
| New | +$412K | 0.01% | 482 |
|