Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,049
| Closed | -$80K | – | 185 |
|
|
2021
Q1 | $80K | Hold |
1,049
| – | – | 0.05% | 159 |
|
|
2020
Q4 | $77K | Hold |
1,049
| – | – | 0.05% | 165 |
|
|
2020
Q3 | $67K | Buy |
1,049
+667
| +175% | +$42.6K | 0.05% | 163 |
|
|
2020
Q2 | $23K | Hold |
382
| – | – | 0.02% | 256 |
|
|
2020
Q1 | $20K | Hold |
382
| – | – | 0.02% | 251 |
|
|
2019
Q4 | $27K | Buy |
+382
| New | +$27K | 0.02% | 254 |
|