Sowell Financial Services’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-21,956
| Closed | -$468K | – | 2551 |
|
|
2020
Q1 | $468K | Sell |
21,956
-4,789
| -18% | -$102K | 0.03% | 416 |
|
|
2019
Q4 | $708K | Sell |
26,745
-402
| -1% | -$10.6K | 0.05% | 349 |
|
|
2019
Q3 | $668K | Buy |
+27,147
| New | +$668K | 0.06% | 333 |
|
|
2019
Q1 | $817K | Sell |
32,041
-241
| -0.7% | -$6.15K | 0.09% | 233 |
|
|
2018
Q4 | $743K | Buy |
+32,282
| New | +$743K | 0.11% | 208 |
|