Waverly Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-225
| Closed | -$8K | – | 367 |
|
|
2014
Q4 | $8K | Hold |
225
| – | – | ﹤0.01% | 341 |
|
|
2014
Q3 | $9K | Buy |
225
+97
| +76% | +$3.88K | ﹤0.01% | 500 |
|
|
2014
Q2 | $5K | Buy |
+128
| New | +$5K | ﹤0.01% | 578 |
|
|
2014
Q1 | – | Sell |
-1,059
| Closed | -$44K | – | 745 |
|
|
2013
Q4 | $44K | Buy |
1,059
+570
| +117% | +$23.7K | 0.02% | 350 |
|
|
2013
Q3 | $19K | Buy |
+489
| New | +$19K | 0.01% | 358 |
|