Aspire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-490
| Closed | -$36.4K | – | 185 |
|
|
2024
Q1 | $36.4K | Hold |
490
| – | – | 0.02% | 141 |
|
|
2023
Q4 | $34.5K | Hold |
490
| – | – | 0.02% | 134 |
|
|
2023
Q3 | $31.5K | Hold |
490
| – | – | 0.02% | 130 |
|
|
2023
Q2 | $33.1K | Hold |
490
| – | – | 0.03% | 133 |
|
|
2023
Q1 | $32.7K | Buy |
490
+489
| +48,900% | +$32.7K | 0.03% | 129 |
|
|
2022
Q4 | $46 | Sell |
1
-24
| -96% | -$1.1K | ﹤0.01% | 190 |
|
|
2022
Q3 | $1K | Sell |
25
-6,116
| -100% | -$245K | ﹤0.01% | 166 |
|
|
2022
Q2 | $361K | Buy |
6,141
+6,092
| +12,433% | +$358K | 0.33% | 57 |
|
|
2022
Q1 | $3K | Sell |
49
-471
| -91% | -$28.8K | ﹤0.01% | 164 |
|
|
2021
Q4 | $39K | Buy |
+520
| New | +$39K | 0.03% | 128 |
|