Wealthspire Advisors (Maryland)’s iShares Europe ETF IEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $480K | Buy |
11,476
+5,558
| +94% | +$232K | 0.02% | 278 |
|
|
2020
Q2 | $239K | Hold |
5,918
| – | – | 0.02% | 379 |
|
|
2020
Q1 | $209K | Hold |
5,918
| – | – | 0.02% | 376 |
|
|
2019
Q4 | $278K | Buy |
+5,918
| New | +$278K | 0.02% | 397 |
|
|
2019
Q2 | – | Sell |
-3,428
| Closed | -$149K | – | 1198 |
|
|
2019
Q1 | $149K | Hold |
3,428
| – | – | 0.01% | 511 |
|
|
2018
Q4 | $134K | Hold |
3,428
| – | – | 0.01% | 517 |
|
|
2018
Q3 | $154K | Hold |
3,428
| – | – | 0.01% | 529 |
|
|
2018
Q2 | $153K | Hold |
3,428
| – | – | 0.01% | 546 |
|
|
2018
Q1 | $160K | Buy |
3,428
+1,714
| +100% | +$80K | 0.02% | 540 |
|
|
2017
Q4 | $81K | Buy |
1,714
+1,614
| +1,614% | +$76.3K | 0.01% | 797 |
|
|
2017
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 1791 |
|
|
2017
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 1824 |
|