Patriot Financial Group Insurance Agency’s iShares Europe ETF IEV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $451K | Sell |
7,124
-242
| -3% | -$15.3K | 0.05% | 330 |
|
2025
Q1 | $429K | Sell |
7,366
-458
| -6% | -$26.7K | 0.06% | 318 |
|
2024
Q4 | $407K | Sell |
7,824
-146
| -2% | -$7.6K | 0.05% | 315 |
|
2024
Q3 | $464K | Buy |
7,970
+2,049
| +35% | +$119K | 0.06% | 305 |
|
2024
Q2 | $324K | Buy |
5,921
+46
| +0.8% | +$2.52K | 0.05% | 352 |
|
2024
Q1 | $327K | Sell |
5,875
-582
| -9% | -$32.4K | 0.05% | 342 |
|
2023
Q4 | $341K | Sell |
6,457
-1,762
| -21% | -$93.1K | 0.06% | 308 |
|
2023
Q3 | $392K | Sell |
8,219
-341
| -4% | -$16.3K | 0.08% | 284 |
|
2023
Q2 | $433K | Sell |
8,560
-523
| -6% | -$26.4K | 0.08% | 270 |
|
2023
Q1 | $454K | Sell |
9,083
-12
| -0.1% | -$600 | 0.09% | 237 |
|
2022
Q4 | $412K | Sell |
9,095
-1,347
| -13% | -$61K | 0.06% | 238 |
|
2022
Q3 | $394K | Buy |
10,442
+10,191
| +4,060% | +$385K | 0.1% | 232 |
|
2022
Q2 | $11K | Buy |
251
+51
| +26% | +$2.24K | ﹤0.01% | 1207 |
|
2022
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 1363 |
|
2021
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 1455 |
|
2021
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 1477 |
|
2021
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 1413 |
|
2021
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 1353 |
|
2020
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 1219 |
|
2020
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 1092 |
|
2020
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 1037 |
|
2020
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 975 |
|
2019
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 858 |
|
2019
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 825 |
|
2019
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 830 |
|
2019
Q1 | $9K | Sell |
200
-200
| -50% | -$9K | ﹤0.01% | 729 |
|
2018
Q4 | $16K | Hold |
400
| – | – | 0.01% | 513 |
|
2018
Q3 | $18K | Hold |
400
| – | – | 0.01% | 497 |
|
2018
Q2 | $18K | Sell |
400
-4,654
| -92% | -$209K | 0.02% | 308 |
|
2018
Q1 | $232K | Buy |
5,054
+850
| +20% | +$39K | 0.17% | 119 |
|
2017
Q4 | $205K | Sell |
4,204
-1,276
| -23% | -$62.2K | 0.15% | 122 |
|
2017
Q3 | $256K | Buy |
5,480
+211
| +4% | +$9.86K | 0.23% | 87 |
|
2017
Q2 | $234K | Sell |
5,269
-193
| -4% | -$8.57K | 0.24% | 81 |
|
2017
Q1 | $227K | Buy |
5,462
+64
| +1% | +$2.66K | 0.24% | 76 |
|
2016
Q4 | $214K | Buy |
+5,398
| New | +$214K | 0.29% | 67 |
|