WMS Partners’s iShares MSCI Europe Financials ETF EUFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $787K | Sell |
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|
2022
Q3 | $626K | Hold |
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|
2022
Q2 | $714K | Hold |
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|
2022
Q1 | $851K | Hold |
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|
2021
Q4 | $902K | Hold |
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|
2021
Q3 | $883K | Sell |
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|
2021
Q2 | $1.17M | Buy |
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|
2021
Q1 | $867K | Hold |
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|
2020
Q4 | $789K | Hold |
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|
2020
Q3 | $618K | Hold |
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|
2020
Q2 | $640K | Hold |
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|
2020
Q1 | $564K | Buy |
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