Winfield Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-21,375
| Closed | -$494K | – | 125 |
|
|
2018
Q1 | $494K | Buy |
21,375
+2,000
| +10% | +$46.2K | 0.27% | 79 |
|
|
2017
Q4 | $452K | Buy |
19,375
+1,200
| +7% | +$28K | 0.23% | 84 |
|
|
2017
Q3 | $427K | Buy |
18,175
+3,465
| +24% | +$81.4K | 0.22% | 86 |
|
|
2017
Q2 | $323K | Hold |
14,710
| – | – | 0.18% | 96 |
|
|
2017
Q1 | $299K | Buy |
+14,710
| New | +$299K | 0.17% | 101 |
|
|
2014
Q1 | – | Sell |
-13,250
| Closed | -$333K | – | 303 |
|
|
2013
Q4 | $333K | Buy |
+13,250
| New | +$333K | 0.27% | 91 |
|