American Economic Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $6.57M | Buy |
104,091
+7,684
| +8% | +$485K | 1.79% | 9 |
|
|
2019
Q2 | $6.08M | Sell |
96,407
-2,777
| -3% | -$175K | 1.83% | 7 |
|
|
2019
Q1 | $6.18M | Buy |
99,184
+14,667
| +17% | +$913K | 1.93% | 7 |
|
|
2018
Q4 | $4.78M | Sell |
84,517
-5,376
| -6% | -$304K | 1.55% | 11 |
|
|
2018
Q3 | $5.77M | Buy |
89,893
+2,338
| +3% | +$150K | 2.05% | 7 |
|
|
2018
Q2 | $5.49M | Buy |
87,555
+5,421
| +7% | +$340K | 2.03% | 7 |
|
|
2018
Q1 | $5.33M | Buy |
82,134
+58,739
| +251% | +$3.81M | 1.95% | 7 |
|
|
2017
Q4 | $1.52M | Buy |
23,395
+1,082
| +5% | +$70.3K | 0.56% | 14 |
|
|
2017
Q3 | $1.42M | Buy |
22,313
+8,867
| +66% | +$564K | 0.53% | 14 |
|
|
2017
Q2 | $817K | Buy |
13,446
+1,689
| +14% | +$103K | 0.32% | 27 |
|
|
2017
Q1 | $681K | Buy |
+11,757
| New | +$681K | 0.27% | 28 |
|