Plante Moran Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,168
| Closed | -$58K | – | 783 |
|
|
2019
Q4 | $58K | Sell |
1,168
-9,254
| -89% | -$460K | 0.02% | 298 |
|
|
2019
Q3 | $477K | Buy |
+10,422
| New | +$477K | 0.14% | 91 |
|
|
2019
Q2 | – | Sell |
-11,741
| Closed | -$539K | – | 801 |
|
|
2019
Q1 | $539K | Hold |
11,741
| – | – | 0.17% | 75 |
|
|
2018
Q4 | $485K | Hold |
11,741
| – | – | 0.17% | 76 |
|
|
2018
Q3 | $563K | Buy |
+11,741
| New | +$563K | 0.18% | 69 |
|