Ranch Capital Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-486
| Closed | -$17K | – | 325 |
|
|
2021
Q3 | $17K | Hold |
486
| – | – | 0.01% | 401 |
|
|
2021
Q2 | $16K | Hold |
486
| – | – | 0.01% | 531 |
|
|
2021
Q1 | $16K | Hold |
486
| – | – | 0.01% | 513 |
|
|
2020
Q4 | $14K | Hold |
486
| – | – | 0.01% | 563 |
|
|
2020
Q3 | $13K | Hold |
486
| – | – | 0.01% | 570 |
|
|
2020
Q2 | $13K | Hold |
486
| – | – | 0.01% | 583 |
|
|
2020
Q1 | $11K | Buy |
+486
| New | +$11K | 0.01% | 571 |
|