United Capital Financial Advisors’s iShares Europe ETF IEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,110
| Closed | -$269K | – | 1375 |
|
|
2019
Q2 | $269K | Sell |
6,110
-3,935
| -39% | -$173K | ﹤0.01% | 1243 |
|
|
2019
Q1 | $436K | Sell |
10,045
-5,399
| -35% | -$234K | ﹤0.01% | 1015 |
|
|
2018
Q4 | $604K | Sell |
15,444
-33,916
| -69% | -$1.33M | ﹤0.01% | 857 |
|
|
2018
Q3 | $2.23M | Sell |
49,360
-74,612
| -60% | -$3.36M | 0.02% | 588 |
|
|
2018
Q2 | $5.54M | Sell |
123,972
-8,237
| -6% | -$368K | 0.04% | 400 |
|
|
2018
Q1 | $6.17M | Sell |
132,209
-708
| -0.5% | -$33K | 0.05% | 375 |
|
|
2017
Q4 | $6.28M | Buy |
132,917
+16,778
| +14% | +$793K | 0.05% | 373 |
|
|
2017
Q3 | $5.44M | Buy |
116,139
+9,007
| +8% | +$422K | 0.05% | 375 |
|
|
2017
Q2 | $4.75M | Buy |
107,132
+12,555
| +13% | +$556K | 0.04% | 387 |
|
|
2017
Q1 | $3.96M | Buy |
94,577
+53,672
| +131% | +$2.25M | 0.04% | 416 |
|
|
2016
Q4 | $1.59M | Buy |
+40,905
| New | +$1.59M | 0.02% | 618 |
|
|
2015
Q3 | – | Sell |
-68,613
| Closed | -$3M | – | 1280 |
|
|
2015
Q2 | $3M | Buy |
+68,613
| New | +$3M | 0.03% | 482 |
|
|
2015
Q1 | – | Sell |
-7,229
| Closed | -$307K | – | 1250 |
|
|
2014
Q4 | $307K | Sell |
7,229
-3,852
| -35% | -$164K | ﹤0.01% | 951 |
|
|
2014
Q3 | $500K | Buy |
+11,081
| New | +$500K | 0.01% | 796 |
|