Abacus Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,355
| Closed | -$250K | – | 104 |
|
|
2021
Q4 | $250K | Buy |
3,355
+96
| +3% | +$7.17K | 0.09% | 93 |
|
|
2021
Q3 | $242K | Sell |
3,259
-1,274
| -28% | -$94.6K | 0.09% | 89 |
|
|
2021
Q2 | $339K | Buy |
4,533
+1,289
| +40% | +$96.5K | 0.13% | 62 |
|
|
2021
Q1 | $234K | Hold |
3,244
| – | – | 0.17% | 92 |
|
|
2020
Q4 | $224K | Buy |
+3,244
| New | +$224K | 0.2% | 81 |
|