SFA
Source Financial Advisors’s iShares Core MSCI Europe ETF IEUR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-17,116
| Closed | -$914K | – | 116 |
|
2022
Q1 | $914K | Sell |
17,116
-7,253
| -30% | -$387K | 0.27% | 57 |
|
2021
Q4 | $1.42M | Sell |
24,369
-214
| -0.9% | -$12.4K | 0.38% | 46 |
|
2021
Q3 | $1.38M | Sell |
24,583
-397
| -2% | -$22.3K | 0.36% | 44 |
|
2021
Q2 | $1.43M | Buy |
24,980
+796
| +3% | +$45.6K | 0.37% | 42 |
|
2021
Q1 | $1.31M | Sell |
24,184
-772
| -3% | -$41.7K | 0.35% | 43 |
|
2020
Q4 | $1.28M | Buy |
+24,956
| New | +$1.28M | 0.35% | 44 |
|