YorkBridge Wealth Partners’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
Q3 | – | Sell |
-400
| Closed | -$12K | – | 376 |
|
|
2019
Q2 | $12K | Hold |
400
| – | – | 0.01% | 520 |
|
|
2019
Q1 | $12K | Hold |
400
| – | – | 0.01% | 548 |
|
|
2018
Q4 | $10K | Hold |
400
| – | – | 0.01% | 569 |
|
|
2018
Q3 | $12K | Hold |
400
| – | – | 0.01% | 585 |
|
|
2018
Q2 | $12K | Hold |
400
| – | – | 0.01% | 598 |
|
|
2018
Q1 | $12K | Hold |
400
| – | – | 0.01% | 597 |
|
|
2017
Q4 | $11K | Hold |
400
| – | – | 0.01% | 617 |
|
|
2017
Q3 | $12K | Hold |
400
| – | – | 0.01% | 611 |
|
|
2017
Q2 | $11K | Buy |
400
+125
| +45% | +$3.44K | 0.01% | 614 |
|
|
2017
Q1 | $8K | Buy |
+275
| New | +$8K | ﹤0.01% | 642 |
|