Sargent Bickham Lagudis’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-128
| Closed | -$3K | – | 840 |
|
2020
Q2 | $3K | Hold |
128
| – | – | ﹤0.01% | 692 |
|
2020
Q1 | $3K | Hold |
128
| – | – | ﹤0.01% | 692 |
|
2019
Q4 | $4K | Hold |
128
| – | – | ﹤0.01% | 722 |
|
2019
Q3 | $3K | Buy |
128
+3
| +2% | +$70 | ﹤0.01% | 666 |
|
2019
Q2 | $3K | Hold |
125
| – | – | ﹤0.01% | 703 |
|
2019
Q1 | $3K | Hold |
125
| – | – | ﹤0.01% | 737 |
|
2018
Q4 | $3K | Hold |
125
| – | – | ﹤0.01% | 704 |
|
2018
Q3 | $3K | Buy |
125
+3
| +2% | +$72 | ﹤0.01% | 725 |
|
2018
Q2 | $3K | Hold |
122
| – | – | ﹤0.01% | 707 |
|
2018
Q1 | $3K | Buy |
122
+1
| +0.8% | +$25 | ﹤0.01% | 711 |
|
2017
Q4 | $3K | Hold |
121
| – | – | ﹤0.01% | 738 |
|
2017
Q3 | $3K | Buy |
121
+2
| +2% | +$50 | ﹤0.01% | 748 |
|
2017
Q2 | $3K | Buy |
+119
| New | +$3K | ﹤0.01% | 704 |
|