Steward Partners Investment Advisory’s iShares MSCI Sweden ETF EWD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $65K | Sell |
1,422
-1,164
| -45% | -$53.2K | ﹤0.01% | 2339 |
|
2025
Q1 | $109K | Buy |
2,586
+795
| +44% | +$33.5K | ﹤0.01% | 1968 |
|
2024
Q4 | $66.9K | Buy |
1,791
+998
| +126% | +$37.3K | ﹤0.01% | 2186 |
|
2024
Q3 | $34.4K | Buy |
793
+119
| +18% | +$5.17K | ﹤0.01% | 2419 |
|
2024
Q2 | $27.1K | Sell |
674
-1,000
| -60% | -$40.3K | ﹤0.01% | 2394 |
|
2024
Q1 | $66.9K | Hold |
1,674
| – | – | ﹤0.01% | 1959 |
|
2023
Q4 | $66.1K | Hold |
1,674
| – | – | ﹤0.01% | 1856 |
|
2023
Q3 | $55.2K | Buy |
1,674
+374
| +29% | +$12.3K | ﹤0.01% | 1865 |
|
2023
Q2 | $46K | Hold |
1,300
| – | – | ﹤0.01% | 1922 |
|
2023
Q1 | $46.2K | Hold |
1,300
| – | – | ﹤0.01% | 1885 |
|
2022
Q4 | $42K | Hold |
1,300
| – | – | ﹤0.01% | 1908 |
|
2022
Q3 | $35K | Hold |
1,300
| – | – | ﹤0.01% | 1954 |
|
2022
Q2 | $40K | Hold |
1,300
| – | – | ﹤0.01% | 1911 |
|
2022
Q1 | $51K | Hold |
1,300
| – | – | ﹤0.01% | 1898 |
|
2021
Q4 | $60K | Hold |
1,300
| – | – | ﹤0.01% | 1816 |
|
2021
Q3 | $58K | Buy |
1,300
+700
| +117% | +$31.2K | ﹤0.01% | 1812 |
|
2021
Q2 | $28K | Sell |
600
-100
| -14% | -$4.67K | ﹤0.01% | 4379 |
|
2021
Q1 | $31.2K | Buy |
700
+100
| +17% | +$4.46K | ﹤0.01% | 2240 |
|
2020
Q4 | $24K | Sell |
600
-100
| -14% | -$4K | ﹤0.01% | 1983 |
|
2020
Q3 | $25K | Hold |
700
| – | – | ﹤0.01% | 1803 |
|
2020
Q2 | $22K | Sell |
700
-38
| -5% | -$1.19K | ﹤0.01% | 1729 |
|
2020
Q1 | $18K | Hold |
738
| – | – | ﹤0.01% | 1639 |
|
2019
Q4 | $24K | Buy |
738
+1
| +0.1% | +$33 | ﹤0.01% | 1711 |
|
2019
Q3 | $21K | Hold |
737
| – | – | ﹤0.01% | 1704 |
|
2019
Q2 | $22K | Buy |
+737
| New | +$22K | ﹤0.01% | 1669 |
|
2018
Q4 | – | Sell |
-636
| Closed | -$21K | – | 1187 |
|
2018
Q3 | $21K | Hold |
636
| – | – | ﹤0.01% | 1532 |
|
2018
Q2 | $19K | Sell |
636
-85
| -12% | -$2.54K | ﹤0.01% | 1486 |
|
2018
Q1 | $24K | Buy |
721
+121
| +20% | +$4.03K | ﹤0.01% | 1262 |
|
2017
Q4 | $20K | Hold |
600
| – | – | ﹤0.01% | 1110 |
|
2017
Q3 | $21K | Hold |
600
| – | – | ﹤0.01% | 923 |
|
2017
Q2 | $20K | Buy |
+600
| New | +$20K | ﹤0.01% | 863 |
|