WESPAC Advisors SoCal’s iShares MSCI Europe Financials ETF EUFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Hold |
0
| – | -$86K | – | 343 |
|
|
2018
Q4 | – | Hold |
0
| – | -$190K | – | 103 |
|
|
2018
Q3 | – | Sell |
-10,010
| Closed | -$202K | – | 91 |
|
|
2018
Q2 | $202K | Buy |
10,010
+275
| +3% | +$5.55K | 0.12% | 86 |
|
|
2018
Q1 | $224K | Buy |
9,735
+325
| +3% | +$7.48K | 0.13% | 77 |
|
|
2017
Q4 | $219K | Buy |
+9,410
| New | +$219K | 0.12% | 79 |
|