SSWM
Sheets Smith Wealth Management’s iShares MSCI Mexico ETF EWW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-22,600
| Closed | -$1.55M | – | 254 |
|
|
2014
Q3 | $1.55M | Hold |
22,600
| – | – | 0.42% | 71 |
|
|
2014
Q2 | $1.53M | Hold |
22,600
| – | – | 0.41% | 67 |
|
|
2014
Q1 | $1.45M | Buy |
22,600
+13,950
| +161% | +$892K | 0.4% | 66 |
|
|
2013
Q4 | $588K | Sell |
8,650
-400
| -4% | -$27.2K | 0.16% | 166 |
|
|
2013
Q3 | $578K | Sell |
9,050
-675
| -7% | -$43.1K | 0.19% | 154 |
|
|
2013
Q2 | $635K | Buy |
+9,725
| New | +$635K | 0.22% | 128 |
|