Oak Harbor Wealth Partners’s iShares Europe ETF IEV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-464
| Closed | -$22.1K | – | 232 |
|
2023
Q3 | $22.1K | Sell |
464
-271
| -37% | -$12.9K | 0.01% | 196 |
|
2023
Q2 | $37.1K | Hold |
735
| – | – | 0.01% | 196 |
|
2023
Q1 | $36.8K | Hold |
735
| – | – | 0.01% | 192 |
|
2022
Q4 | $33.3K | Sell |
735
-2,000
| -73% | -$90.6K | 0.01% | 188 |
|
2022
Q3 | $103K | Hold |
2,735
| – | – | 0.04% | 160 |
|
2022
Q2 | $117K | Sell |
2,735
-1,486
| -35% | -$63.6K | 0.05% | 161 |
|
2022
Q1 | $212K | Hold |
4,221
| – | – | 0.07% | 158 |
|
2021
Q4 | $230K | Buy |
+4,221
| New | +$230K | 0.08% | 153 |
|