Avondale 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,500
| Closed | -$104K | – | 101 |
|
|
2019
Q4 | $104K | Hold |
1,500
| – | – | 0.15% | 28 |
|
|
2019
Q3 | $98K | Sell |
1,500
-3,603
| -71% | -$235K | 0.16% | 27 |
|
|
2019
Q2 | $335K | Buy |
5,103
+2,427
| +91% | +$159K | 0.25% | 17 |
|
|
2019
Q1 | $174K | Hold |
2,676
| – | – | 0.13% | 22 |
|
|
2018
Q4 | $157K | Buy |
+2,676
| New | +$157K | 0.13% | 24 |
|