Perigon Wealth Management’s iShares Core MSCI Europe ETF IEUR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $202K | Buy |
+3,049
| New | +$202K | ﹤0.01% | 1008 |
|
2024
Q4 | – | Sell |
-6,707
| Closed | -$409K | – | 1060 |
|
2024
Q3 | $409K | Buy |
6,707
+12
| +0.2% | +$731 | 0.01% | 675 |
|
2024
Q2 | $381K | Sell |
6,695
-534
| -7% | -$30.4K | 0.01% | 608 |
|
2024
Q1 | $418K | Buy |
+7,229
| New | +$418K | 0.01% | 583 |
|
2021
Q1 | – | Sell |
-1,792
| Closed | -$92K | – | 735 |
|
2020
Q4 | $92K | Buy |
+1,792
| New | +$92K | 0.01% | 557 |
|
2020
Q1 | – | Sell |
-8,686
| Closed | -$432K | – | 322 |
|
2019
Q4 | $432K | Buy |
+8,686
| New | +$432K | 0.09% | 156 |
|