Wintrust Investments’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-58,463
| Closed | -$1.69M | – | 369 |
|
|
2019
Q1 | $1.69M | Buy |
58,463
+6,316
| +12% | +$182K | 0.27% | 74 |
|
|
2018
Q4 | $1.35M | Sell |
52,147
-10,884
| -17% | -$281K | 0.25% | 80 |
|
|
2018
Q3 | $1.89M | Buy |
63,031
+9,559
| +18% | +$286K | 0.31% | 58 |
|
|
2018
Q2 | $1.58M | Buy |
53,472
+1,379
| +3% | +$40.8K | 0.27% | 72 |
|
|
2018
Q1 | $1.5M | Buy |
52,093
+8,123
| +18% | +$233K | 0.38% | 44 |
|
|
2017
Q4 | $1.31M | Buy |
43,970
+29,750
| +209% | +$883K | 0.3% | 75 |
|
|
2017
Q3 | $412K | Buy |
+14,220
| New | +$412K | 0.1% | 184 |
|