Ballew Advisors’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
Q4 | – | Sell |
-2,736
| Closed | -$213K | – | 123 |
|
|
2021
Q3 | $213K | Sell |
2,736
-2,250
| -45% | -$175K | 0.16% | 100 |
|
|
2021
Q2 | $397K | Buy |
+4,986
| New | +$397K | 0.28% | 79 |
|
|
2018
Q4 | – | Sell |
-1,916
| Closed | -$118K | – | 186 |
|
|
2018
Q3 | $118K | Sell |
1,916
-80
| -4% | -$4.93K | 0.11% | 108 |
|
|
2018
Q2 | $134K | Sell |
1,996
-1,062
| -35% | -$71.3K | 0.15% | 97 |
|
|
2018
Q1 | $213K | Buy |
+3,058
| New | +$213K | 0.19% | 87 |
|