Beaird Harris Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-150
| Closed | -$16.1K | – | 508 |
|
|
2024
Q3 | $16.1K | Buy |
150
+112
| +295% | +$12.1K | ﹤0.01% | 304 |
|
|
2024
Q2 | $3.89K | Buy |
+38
| New | +$3.89K | ﹤0.01% | 470 |
|
|
2023
Q3 | – | Sell |
-1
| Closed | -$85 | – | 461 |
|
|
2023
Q2 | $85 | Sell |
1
-33
| -97% | -$2.81K | ﹤0.01% | 447 |
|
|
2023
Q1 | $3.14K | Sell |
34
-4
| -11% | -$370 | ﹤0.01% | 348 |
|
|
2022
Q4 | $3.15K | Buy |
38
+1
| +3% | +$83 | ﹤0.01% | 500 |
|
|
2022
Q3 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 371 |
|