American Economic Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-19,590
| Closed | -$1.08M | – | 61 |
|
|
2016
Q3 | $1.08M | Buy |
19,590
+336
| +2% | +$18.5K | 0.43% | 14 |
|
|
2016
Q2 | $999K | Buy |
19,254
+1,275
| +7% | +$66.2K | 0.4% | 17 |
|
|
2016
Q1 | $955K | Buy |
17,979
+2,589
| +17% | +$138K | 0.39% | 18 |
|
|
2015
Q4 | $837K | Sell |
15,390
-777
| -5% | -$42.3K | 0.32% | 23 |
|
|
2015
Q3 | $854K | Buy |
16,167
+1,446
| +10% | +$76.4K | 0.37% | 19 |
|
|
2015
Q2 | $858K | Buy |
14,721
+7,428
| +102% | +$433K | 0.35% | 19 |
|
|
2015
Q1 | $427K | Buy |
7,293
+2,702
| +59% | +$158K | 0.16% | 26 |
|
|
2014
Q4 | $254K | Buy |
+4,591
| New | +$254K | 0.1% | 35 |
|