Valeo Financial Advisors’s iShares Core MSCI Europe ETF IEUR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-314
| Closed | -$17K | – | 1036 |
|
2021
Q1 | $17K | Hold |
314
| – | – | ﹤0.01% | 1153 |
|
2020
Q4 | $16K | Hold |
314
| – | – | ﹤0.01% | 1058 |
|
2020
Q3 | $14K | Sell |
314
-137
| -30% | -$6.11K | ﹤0.01% | 963 |
|
2020
Q2 | $19K | Buy |
451
+137
| +44% | +$5.77K | ﹤0.01% | 1016 |
|
2020
Q1 | $12K | Buy |
+314
| New | +$12K | ﹤0.01% | 988 |
|
2019
Q4 | – | Sell |
-913
| Closed | -$42K | – | 1653 |
|
2019
Q3 | $42K | Buy |
+913
| New | +$42K | ﹤0.01% | 648 |
|