Tradition Wealth Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-291
| Closed | -$6K | – | 633 |
|
2023
Q4 | $6K | Buy |
291
+5
| +2% | +$103 | ﹤0.01% | 1105 |
|
2023
Q3 | $5K | Hold |
286
| – | – | ﹤0.01% | 1171 |
|
2023
Q2 | $5K | Buy |
286
+10
| +4% | +$175 | ﹤0.01% | 1201 |
|
2023
Q1 | $5K | Hold |
276
| – | – | ﹤0.01% | 1144 |
|
2022
Q4 | $5K | Buy |
276
+1
| +0.4% | +$18 | ﹤0.01% | 1037 |
|
2022
Q3 | $4K | Sell |
275
-1
| -0.4% | -$15 | ﹤0.01% | 1104 |
|
2022
Q2 | $4K | Buy |
276
+12
| +5% | +$174 | ﹤0.01% | 993 |
|
2022
Q1 | $5K | Hold |
264
| – | – | ﹤0.01% | 1029 |
|
2021
Q4 | $5K | Sell |
264
-244
| -48% | -$4.62K | ﹤0.01% | 1047 |
|
2021
Q3 | $10K | Hold |
508
| – | – | ﹤0.01% | 908 |
|
2021
Q2 | $10K | Buy |
+508
| New | +$10K | ﹤0.01% | 944 |
|
2021
Q1 | – | Sell |
-498
| Closed | -$9K | – | 867 |
|
2020
Q4 | $9K | Buy |
+498
| New | +$9K | ﹤0.01% | 760 |
|