Wealth & Pension Services Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $536K | Buy |
17,913
+2,975
| +20% | +$89K | 0.39% | 72 |
|
|
2019
Q2 | $445K | Sell |
14,938
-98
| -0.7% | -$2.92K | 0.32% | 76 |
|
|
2019
Q1 | $434K | Buy |
15,036
+4,525
| +43% | +$131K | 0.34% | 73 |
|
|
2018
Q4 | $271K | Sell |
10,511
-13,861
| -57% | -$357K | 0.24% | 85 |
|
|
2018
Q3 | $730K | Sell |
24,372
-47,383
| -66% | -$1.42M | 0.73% | 39 |
|
|
2018
Q2 | $2.12M | Buy |
+71,755
| New | +$2.12M | 2.7% | 11 |
|