Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-166
| Closed | -$7K | – | 1687 |
|
|
2020
Q2 | $7K | Buy |
+166
| New | +$7K | ﹤0.01% | 1323 |
|
|
2019
Q4 | – | Sell |
-129
| Closed | -$6K | – | 1639 |
|
|
2019
Q3 | $6K | Buy |
+129
| New | +$6K | ﹤0.01% | 1135 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 1410 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 1180 |
|