Wunderlich Capital Managemnt’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
Q2 | – | Sell |
-8,732
| Closed | -$309K | – | 78 |
|
2020
Q1 | $309K | Buy |
8,732
+246
| +3% | +$8.71K | 0.25% | 66 |
|
2019
Q4 | $399K | Hold |
8,486
| – | – | 0.25% | 75 |
|
2019
Q3 | $367K | Buy |
+8,486
| New | +$367K | 0.25% | 72 |
|
2016
Q2 | – | Sell |
-11,474
| Closed | -$449K | – | 93 |
|
2016
Q1 | $449K | Sell |
11,474
-635
| -5% | -$24.8K | 0.39% | 74 |
|
2015
Q4 | $486K | Buy |
12,109
+1,870
| +18% | +$75.1K | 0.42% | 78 |
|
2015
Q3 | $408K | Sell |
10,239
-3,850
| -27% | -$153K | 0.38% | 80 |
|
2015
Q2 | $616K | Sell |
14,089
-592
| -4% | -$25.9K | 0.6% | 63 |
|
2015
Q1 | $640K | Buy |
+14,681
| New | +$640K | 0.58% | 67 |
|