BFWA
Benchmark Financial Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,371
| Closed | -$257K | – | 71 |
|
|
2022
Q2 | $257K | Sell |
4,371
-1,165
| -21% | -$68.5K | 0.13% | 55 |
|
|
2022
Q1 | $385K | Buy |
5,536
+3
| +0.1% | +$209 | 0.16% | 46 |
|
|
2021
Q4 | $413K | Buy |
5,533
+38
| +0.7% | +$2.84K | 0.17% | 45 |
|
|
2021
Q3 | $408K | Hold |
5,495
| – | – | 0.19% | 44 |
|
|
2021
Q2 | $411K | Buy |
5,495
+801
| +17% | +$59.9K | 0.2% | 43 |
|
|
2021
Q1 | $338K | Buy |
4,694
+698
| +17% | +$50.3K | 0.18% | 42 |
|
|
2020
Q4 | $276K | Buy |
+3,996
| New | +$276K | 0.15% | 50 |
|