SIA
Spruce Investment Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-84,287
| Closed | -$2.62M | – | 32 |
|
|
2015
Q4 | $2.62M | Sell |
84,287
-36,154
| -30% | -$1.12M | 1.94% | 19 |
|
|
2015
Q3 | $3.68M | Sell |
120,441
-39,321
| -25% | -$1.2M | 1.13% | 20 |
|
|
2015
Q2 | $5.23M | Sell |
159,762
-4,694
| -3% | -$154K | 1.41% | 22 |
|
|
2015
Q1 | $5.46M | Sell |
164,456
-9,282
| -5% | -$308K | 1.4% | 21 |
|
|
2014
Q4 | $5.51M | Sell |
173,738
-92,974
| -35% | -$2.95M | 1.5% | 18 |
|
|
2014
Q3 | $8.67M | Buy |
+266,712
| New | +$8.67M | 2.25% | 15 |
|