SMA
Sage Mountain Advisors’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-1,600
| Closed | -$53.8K | – | 372 |
|
2023
Q2 | $53.8K | Hold |
1,600
| – | – | 0.01% | 298 |
|
2023
Q1 | $46.2K | Hold |
1,600
| – | – | 0.01% | 286 |
|
2022
Q4 | $41.9K | Buy |
+1,600
| New | +$41.9K | 0.01% | 229 |
|
2022
Q1 | – | Sell |
-780
| Closed | -$31K | – | 656 |
|
2021
Q4 | $31K | Buy |
+780
| New | +$31K | ﹤0.01% | 632 |
|