Atlas Private Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $5.02M | Buy |
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|
2023
Q4 | $3.61M | Buy |
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|
2023
Q3 | $3.09M | Buy |
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|
2023
Q2 | $3.12M | Buy |
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|
2023
Q1 | $2.1M | Buy |
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|
2022
Q4 | $313K | Buy |
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|
2022
Q3 | $259K | Sell |
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|
2022
Q2 | $295K | Hold |
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|
2022
Q1 | $349K | Hold |
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|
2021
Q4 | $374K | Sell |
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|
2021
Q3 | $384K | Sell |
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|
2021
Q2 | $430K | Sell |
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|
2021
Q1 | $425K | Sell |
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|
2020
Q4 | $429K | Sell |
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|
2020
Q3 | $412K | Buy |
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|
2020
Q2 | $363K | Sell |
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|
2020
Q1 | $331K | Buy |
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|
2019
Q4 | $418K | Buy |
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