Plante Moran Financial Advisors’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-454
| Closed | -$20K | – | 792 |
|
|
2019
Q3 | $20K | Buy |
+454
| New | +$20K | 0.01% | 494 |
|
|
2018
Q2 | – | Sell |
-39
| Closed | -$2K | – | 855 |
|
|
2018
Q1 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 828 |
|
|
2016
Q1 | – | Sell |
-407
| Closed | -$16K | – | 897 |
|
|
2015
Q4 | $16K | Buy |
+407
| New | +$16K | 0.01% | 484 |
|