WP
WealthSource Partners’s iShares Core MSCI Europe ETF IEUR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-28,531
| Closed | -$1.42M | – | 375 |
|
|
2019
Q4 | $1.42M | Sell |
28,531
-17,790
| -38% | -$887K | 0.19% | 98 |
|
|
2019
Q3 | $2.12M | Buy |
46,321
+25,611
| +124% | +$1.17M | 0.32% | 78 |
|
|
2019
Q2 | $965K | Buy |
20,710
+577
| +3% | +$26.9K | 0.15% | 143 |
|
|
2019
Q1 | $924K | Buy |
20,133
+1,767
| +10% | +$81.1K | 0.21% | 102 |
|
|
2018
Q4 | $759K | Sell |
18,366
-2,841
| -13% | -$117K | 0.22% | 102 |
|
|
2018
Q3 | $1.02M | Buy |
21,207
+6,605
| +45% | +$317K | 0.27% | 83 |
|
|
2018
Q2 | $695K | Buy |
14,602
+4,192
| +40% | +$200K | 0.19% | 114 |
|
|
2018
Q1 | $517K | Buy |
10,410
+4,976
| +92% | +$247K | 0.16% | 139 |
|
|
2017
Q4 | $273K | Buy |
+5,434
| New | +$273K | 0.08% | 220 |
|