Spire Wealth Management’s iShares MSCI Switzerland ETF EWL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-662
| Closed | -$34.5K | – | 2461 |
|
2024
Q3 | $34.5K | Hold |
662
| – | – | ﹤0.01% | 1256 |
|
2024
Q2 | $31.9K | Hold |
662
| – | – | ﹤0.01% | 1266 |
|
2024
Q1 | $31.5K | Hold |
662
| – | – | ﹤0.01% | 1371 |
|
2023
Q4 | $31K | Sell |
662
-100
| -13% | -$4.68K | ﹤0.01% | 1369 |
|
2023
Q3 | $33.2K | Sell |
762
-87
| -10% | -$3.79K | ﹤0.01% | 1324 |
|
2023
Q2 | $39.2K | Buy |
849
+87
| +11% | +$4.02K | ﹤0.01% | 1300 |
|
2023
Q1 | $34.5K | Buy |
762
+87
| +13% | +$3.94K | ﹤0.01% | 1373 |
|
2022
Q4 | $28K | Buy |
675
+100
| +17% | +$4.15K | ﹤0.01% | 1227 |
|
2022
Q3 | $22K | Sell |
575
-624
| -52% | -$23.9K | ﹤0.01% | 1288 |
|
2022
Q2 | $50K | Buy |
1,199
+13
| +1% | +$542 | ﹤0.01% | 1290 |
|
2022
Q1 | $58K | Hold |
1,186
| – | – | ﹤0.01% | 1391 |
|
2021
Q4 | $63K | Hold |
1,186
| – | – | ﹤0.01% | 1605 |
|
2021
Q3 | $55K | Hold |
1,186
| – | – | ﹤0.01% | 1433 |
|
2021
Q2 | $58K | Buy |
1,186
+611
| +106% | +$29.9K | ﹤0.01% | 1417 |
|
2021
Q1 | $25K | Buy |
+575
| New | +$25K | ﹤0.01% | 2060 |
|