Wealth Quarterback’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,443
| Closed | -$205K | – | 106 |
|
|
2022
Q2 | $205K | Buy |
+6,443
| New | +$205K | 0.16% | 110 |
|
|
2021
Q3 | $871K | Sell |
26,069
-44
| -0.2% | -$1.47K | 0.58% | 37 |
|
|
2021
Q2 | $905K | Buy |
+26,113
| New | +$905K | 0.55% | 40 |
|
|
2020
Q4 | $986K | Sell |
32,373
-13,370
| -29% | -$407K | 0.82% | 31 |
|
|
2020
Q3 | $1.26M | Hold |
45,743
| – | – | 1.16% | 22 |
|
|
2020
Q2 | $1.26M | Sell |
45,743
-22,212
| -33% | -$613K | 1.16% | 22 |
|
|
2020
Q1 | $1.63M | Buy |
67,955
+6,989
| +11% | +$168K | 1.5% | 17 |
|
|
2019
Q4 | $1.86M | Buy |
+60,966
| New | +$1.86M | 1.62% | 12 |
|