Sugarloaf Wealth Management’s iShares Europe ETF IEV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	+$712	0.01%	343
2023 Q1	$29.8K	Hold	595	–	–	0.01%	348
2022 Q4	$27K	Buy	595 +2	+0.3%	+$86	0.01%	369
2022 Q3	$23K	Hold	593	–	–	0.01%	405
2022 Q2	$25K	Buy	593 +16	+3%	+$748	0.01%	382
2022 Q1	$29K	Hold	577	–	–	0.01%	350
2021 Q4	$31K	Buy	577 +7	+1%	+$377	0.01%	363
2021 Q3	$30K	Hold	570	–	–	0.01%	351
2021 Q2	$30K	Sell	570 -4,235	-88%	-$227K	0.01%	355
2021 Q1	$66	Buy	4,805 +3,494	+267%	+$173K	0.02%	240
2020 Q4	$63K	Buy	1,311 +4	+0.3%	+$180	0.02%	231
2020 Q3	$55K	Hold	1,307	–	–	0.02%	226
2020 Q2	$53K	Buy	1,307 +7	+0.5%	+$267	0.02%	226
2020 Q1	$46K	Hold	1,300	–	–	0.02%	231
2019 Q4	$61K	Buy	+1,300	New	+$58.4K	0.03%	229