Beck Mack & Oliver’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
Q2 | – | Sell |
-7,500
| Closed | -$401K | – | 192 |
|
|
2020
Q1 | $401K | Hold |
7,500
| – | – | 0.02% | 143 |
|
|
2019
Q4 | $521K | Hold |
7,500
| – | – | 0.02% | 144 |
|
|
2019
Q3 | $489K | Sell |
7,500
-7,500
| -50% | -$489K | 0.02% | 148 |
|
|
2019
Q2 | $986K | Sell |
15,000
-6,500
| -30% | -$427K | 0.03% | 113 |
|
|
2019
Q1 | $1.39M | Sell |
21,500
-401
| -2% | -$26K | 0.05% | 101 |
|
|
2018
Q4 | $1.29M | Buy |
+21,901
| New | +$1.29M | 0.05% | 103 |
|