Beacon Bridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,890
| Closed | -$226K | – | 90 |
|
|
2024
Q2 | $226K | Hold |
2,890
| – | – | 0.1% | 85 |
|
|
2024
Q1 | $231K | Hold |
2,890
| – | – | 0.11% | 85 |
|
|
2023
Q4 | $218K | Sell |
2,890
-192
| -6% | -$14.5K | 0.11% | 95 |
|
|
2023
Q3 | $212K | Sell |
3,082
-8
| -0.3% | -$551 | 0.11% | 93 |
|
|
2023
Q2 | $224K | Hold |
3,090
| – | – | 0.11% | 87 |
|
|
2023
Q1 | $221K | Hold |
3,090
| – | – | 0.13% | 90 |
|
|
2022
Q4 | $203K | Buy |
+3,090
| New | +$203K | 0.15% | 90 |
|