RWA
Ropes Wealth Advisors’s iShares Europe ETF IEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,634
| Closed | -$126K | – | 493 |
|
|
2020
Q4 | $126K | Buy |
+2,634
| New | +$126K | 0.02% | 284 |
|
|
2019
Q2 | – | Sell |
-439
| Closed | -$19K | – | 568 |
|
|
2019
Q1 | $19K | Hold |
439
| – | – | 0.01% | 411 |
|
|
2018
Q4 | $17K | Sell |
439
-2,246
| -84% | -$87K | ﹤0.01% | 393 |
|
|
2018
Q3 | $121K | Hold |
2,685
| – | – | 0.03% | 262 |
|
|
2018
Q2 | $120K | Hold |
2,685
| – | – | 0.03% | 268 |
|
|
2018
Q1 | $125K | Hold |
2,685
| – | – | 0.03% | 253 |
|
|
2017
Q4 | $127K | Hold |
2,685
| – | – | 0.03% | 251 |
|
|
2017
Q3 | $126K | Buy |
2,685
+1,845
| +220% | +$86.6K | 0.03% | 251 |
|
|
2017
Q2 | $37K | Hold |
840
| – | – | 0.01% | 359 |
|
|
2017
Q1 | $35K | Hold |
840
| – | – | 0.01% | 363 |
|
|
2016
Q4 | $33K | Hold |
840
| – | – | 0.01% | 358 |
|
|
2016
Q3 | $33K | Hold |
840
| – | – | 0.01% | 313 |
|
|
2016
Q2 | $32K | Hold |
840
| – | – | 0.01% | 302 |
|
|
2016
Q1 | $33K | Hold |
840
| – | – | 0.01% | 248 |
|
|
2015
Q4 | $34K | Hold |
840
| – | – | 0.02% | 268 |
|
|
2015
Q3 | $33K | Sell |
840
-841
| -50% | -$33K | 0.02% | 288 |
|
|
2015
Q2 | $74K | Hold |
1,681
| – | – | 0.04% | 171 |
|
|
2015
Q1 | $74K | Buy |
+1,681
| New | +$74K | 0.04% | 173 |
|