OFA
Oak Family Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-73,355
| Closed | -$2.2M | – | 117 |
|
2022
Q2 | $2.2M | Sell |
73,355
-7,077
| -9% | -$212K | 1.11% | 24 |
|
2022
Q1 | $2.71M | Sell |
80,432
-5,255
| -6% | -$177K | 1.06% | 20 |
|
2021
Q4 | $2.84M | Sell |
85,687
-17,988
| -17% | -$596K | 1.06% | 19 |
|
2021
Q3 | $3.34M | Sell |
103,675
-69,747
| -40% | -$2.25M | 1.22% | 17 |
|
2021
Q2 | $5.67M | Buy |
173,422
+24,557
| +16% | +$803K | 2.37% | 5 |
|
2021
Q1 | $4.66M | Buy |
+148,865
| New | +$4.66M | 2.02% | 7 |
|