SWM
Selective Wealth Management’s iShare MSCI Eurozone ETF EZU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-24
| Closed | -$1K | – | 310 |
|
|
2022
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 716 |
|
|
2022
Q2 | $1K | Sell |
24
-4,980
| -100% | -$208K | ﹤0.01% | 711 |
|
|
2022
Q1 | $217K | Hold |
5,004
| – | – | 0.08% | 125 |
|
|
2021
Q4 | $245K | Buy |
5,004
+24
| +0.5% | +$1.18K | 0.1% | 105 |
|
|
2021
Q3 | $240K | Hold |
4,980
| – | – | 0.13% | 89 |
|
|
2021
Q2 | $246K | Hold |
4,980
| – | – | 0.2% | 59 |
|
|
2021
Q1 | $231K | Hold |
4,980
| – | – | 0.21% | 52 |
|
|
2020
Q4 | $220K | Hold |
4,980
| – | – | 0.14% | 56 |
|
|
2020
Q3 | $189K | Hold |
4,980
| – | – | 0.15% | 50 |
|
|
2020
Q2 | $182K | Hold |
4,980
| – | – | 0.15% | 51 |
|
|
2020
Q1 | $152K | Hold |
4,980
| – | – | 0.24% | 27 |
|
|
2019
Q4 | $209K | Hold |
4,980
| – | – | 0.25% | 25 |
|
|
2019
Q3 | $194K | Sell |
4,980
-341
| -6% | -$13.3K | 0.27% | 32 |
|
|
2019
Q2 | $210K | Hold |
5,321
| – | – | 0.34% | 35 |
|
|
2019
Q1 | $205K | Buy |
+5,321
| New | +$205K | 0.25% | 25 |
|
|
2018
Q3 | $218K | Buy |
+5,321
| New | +$218K | 2.61% | 11 |
|