WealthSource Partners’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-19,753
| Closed | -$550K | – | 389 |
|
2020
Q3 | $550K | Sell |
19,753
-2,401
| -11% | -$66.9K | 0.07% | 180 |
|
2020
Q2 | $623K | Buy |
22,154
+11
| +0% | +$309 | 0.09% | 162 |
|
2020
Q1 | $523K | Sell |
22,143
-1,381
| -6% | -$32.6K | 0.08% | 166 |
|
2019
Q4 | $748K | Buy |
23,524
+1,738
| +8% | +$55.3K | 0.1% | 172 |
|
2019
Q3 | $674K | Buy |
21,786
+1,245
| +6% | +$38.5K | 0.1% | 191 |
|
2019
Q2 | $631K | Buy |
+20,541
| New | +$631K | 0.1% | 195 |
|