OneDigital Investment Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,835
| Closed | -$379K | – | 1112 |
|
|
2023
Q4 | $379K | Buy |
+10,835
| New | +$379K | 0.01% | 829 |
|
|
2019
Q3 | – | Sell |
-3,731
| Closed | -$163K | – | 708 |
|
|
2019
Q2 | $163K | Sell |
3,731
-515
| -12% | -$22.5K | 0.01% | 418 |
|
|
2019
Q1 | $174K | Sell |
4,246
-698
| -14% | -$28.6K | 0.03% | 296 |
|
|
2018
Q4 | $189K | Sell |
4,944
-1,887
| -28% | -$72.1K | 0.03% | 268 |
|
|
2018
Q3 | $230K | Buy |
6,831
+255
| +4% | +$8.59K | 0.05% | 159 |
|
|
2018
Q2 | $211K | Sell |
6,576
-2,009
| -23% | -$64.5K | 0.04% | 204 |
|
|
2018
Q1 | $385K | Sell |
8,585
-2,585
| -23% | -$116K | 0.08% | 157 |
|
|
2017
Q4 | $452K | Buy |
11,170
+105
| +0.9% | +$4.25K | 0.05% | 140 |
|
|
2017
Q3 | $461K | Sell |
11,065
-1,033
| -9% | -$43K | 0.17% | 81 |
|
|
2017
Q2 | $413K | Buy |
+12,098
| New | +$413K | 0.12% | 125 |
|