AE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-45,994
| Closed | -$2.57M | – | 1893 |
|
|
2022
Q3 | $2.57M | Sell |
45,994
-34,389
| -43% | -$1.92M | 0.02% | 621 |
|
|
2022
Q2 | $4.98M | Buy |
80,383
+3,189
| +4% | +$198K | 0.04% | 411 |
|
|
2022
Q1 | $5.57M | Sell |
77,194
-38,130
| -33% | -$2.75M | 0.04% | 409 |
|
|
2021
Q4 | $8.85M | Buy |
115,324
+97,594
| +550% | +$7.49M | 0.06% | 295 |
|
|
2021
Q3 | $1.33M | Buy |
+17,730
| New | +$1.33M | 0.01% | 779 |
|