Sugarloaf Wealth Management’s iShares Europe ETF IEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-609
| Closed | -$29K | – | 696 |
|
|
2023
Q3 | $29K | Hold |
609
| – | – | 0.01% | 346 |
|
|
2023
Q2 | $30.8K | Buy |
609
+14
| +2% | +$707 | 0.01% | 343 |
|
|
2023
Q1 | $29.8K | Hold |
595
| – | – | 0.01% | 348 |
|
|
2022
Q4 | $27K | Buy |
595
+2
| +0.3% | +$91 | 0.01% | 369 |
|
|
2022
Q3 | $23K | Hold |
593
| – | – | 0.01% | 401 |
|
|
2022
Q2 | $25K | Buy |
593
+16
| +3% | +$675 | 0.01% | 372 |
|
|
2022
Q1 | $29K | Hold |
577
| – | – | 0.01% | 346 |
|
|
2021
Q4 | $31K | Buy |
577
+7
| +1% | +$376 | 0.01% | 360 |
|
|
2021
Q3 | $30K | Hold |
570
| – | – | 0.01% | 348 |
|
|
2021
Q2 | $30K | Sell |
570
-4,235
| -88% | -$223K | 0.01% | 352 |
|
|
2021
Q1 | $66 | Buy |
4,805
+3,494
| +267% | +$48 | 0.02% | 239 |
|
|
2020
Q4 | $63K | Buy |
1,311
+4
| +0.3% | +$192 | 0.02% | 231 |
|
|
2020
Q3 | $55K | Hold |
1,307
| – | – | 0.02% | 226 |
|
|
2020
Q2 | $53K | Buy |
1,307
+7
| +0.5% | +$284 | 0.02% | 226 |
|
|
2020
Q1 | $46K | Hold |
1,300
| – | – | 0.02% | 231 |
|
|
2019
Q4 | $61K | Buy |
+1,300
| New | +$61K | 0.03% | 229 |
|