Adapt Wealth Advisors’s SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42M | Sell |
40,029
-2,529
| -6% | -$216K | 1.53% | 19 |
|
|
2025
Q1 | $3.36M | Sell |
42,558
-1,364
| -3% | -$108K | 1.64% | 19 |
|
|
2024
Q4 | $3.18M | Sell |
43,922
-23,541
| -35% | -$1.71M | 1.57% | 20 |
|
|
2024
Q3 | $5.43M | Sell |
67,463
-18,991
| -22% | -$1.53M | 2.91% | 12 |
|
|
2024
Q2 | $6.46M | Sell |
86,454
-15,776
| -15% | -$1.18M | 4.05% | 4 |
|
|
2024
Q1 | $7.78M | Buy |
+102,230
| New | +$7.78M | 5.54% | 5 |
|