Advocacy Wealth Management Services’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,045
| Closed | -$68K | – | 270 |
|
|
2017
Q2 | $68K | Buy |
+1,045
| New | +$68K | 0.02% | 61 |
|
|
2016
Q1 | – | Sell |
-575
| Closed | -$34K | – | 526 |
|
|
2015
Q4 | $34K | Buy |
+575
| New | +$34K | 0.04% | 199 |
|
|
2013
Q3 | – | Sell |
-1,015
| Closed | -$58K | – | 293 |
|
|
2013
Q2 | $58K | Buy |
+1,015
| New | +$58K | 0.23% | 81 |
|