SFPIA
Stevens First Principles Investment Advisors’s iShares MSCI Taiwan ETF EWT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-3,368
| Closed | -$103K | – | 226 |
|
|
2014
Q3 | $103K | Hold |
3,368
| – | – | 0.06% | 114 |
|
|
2014
Q2 | $106K | Sell |
3,368
-1,442
| -30% | -$45.4K | 0.06% | 111 |
|
|
2014
Q1 | $138K | Hold |
4,810
| – | – | 0.09% | 91 |
|
|
2013
Q4 | $139K | Hold |
4,810
| – | – | 0.08% | 98 |
|
|
2013
Q3 | $134K | Hold |
4,810
| – | – | 0.08% | 98 |
|
|
2013
Q2 | $128K | Buy |
+4,810
| New | +$128K | 0.09% | 86 |
|