Tyler-Stone Wealth Management’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-487
| Closed | -$20.9K | – | 476 |
|
|
2024
Q2 | $20.9K | Sell |
487
-145
| -23% | -$6.24K | 0.01% | 506 |
|
|
2024
Q1 | $27.1K | Hold |
632
| – | – | 0.01% | 457 |
|
|
2023
Q4 | $27.4K | Hold |
632
| – | – | 0.01% | 448 |
|
|
2023
Q3 | $25K | Hold |
632
| – | – | 0.01% | 444 |
|
|
2023
Q2 | $27K | Buy |
+632
| New | +$27K | 0.02% | 437 |
|
|
2022
Q4 | $26K | Hold |
597
| – | – | 0.02% | 410 |
|
|
2022
Q3 | $22K | Sell |
597
-2,483
| -81% | -$91.5K | 0.02% | 413 |
|
|
2022
Q2 | $128K | Hold |
3,080
| – | – | 0.09% | 203 |
|
|
2022
Q1 | $152K | Hold |
3,080
| – | – | 0.08% | 206 |
|
|
2021
Q4 | $147K | Buy |
+3,080
| New | +$147K | 0.08% | 217 |
|