Stratos Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-24,186
| Closed | -$860K | – | 745 |
|
|
2024
Q2 | $860K | Sell |
24,186
-11,826
| -33% | -$420K | 0.04% | 355 |
|
|
2024
Q1 | $1.26M | Buy |
+36,012
| New | +$1.26M | 0.07% | 289 |
|
|
2023
Q2 | – | Sell |
-45,143
| Closed | -$1.33M | – | 636 |
|
|
2023
Q1 | $1.33M | Buy |
+45,143
| New | +$1.33M | 0.1% | 238 |
|
|
2022
Q4 | – | Sell |
-23,685
| Closed | -$708K | – | 569 |
|
|
2022
Q3 | $708K | Buy |
+23,685
| New | +$708K | 0.07% | 299 |
|