Aevitas Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,901
| Closed | -$188K | – | 170 |
|
|
2019
Q1 | $188K | Sell |
2,901
-701
| -19% | -$45.4K | 0.17% | 105 |
|
|
2018
Q4 | $212K | Buy |
3,602
+2,103
| +140% | +$124K | 0.22% | 94 |
|
|
2018
Q3 | $102K | Hold |
1,499
| – | – | 0.09% | 138 |
|
|
2018
Q2 | $100K | Buy |
1,499
+20
| +1% | +$1.33K | 0.1% | 137 |
|
|
2018
Q1 | $103K | Hold |
1,479
| – | – | 0.1% | 130 |
|
|
2017
Q4 | $104K | Buy |
+1,479
| New | +$104K | 0.1% | 134 |
|