Bernardo Wealth Planning’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-9,858
| Closed | -$681K | – | 106 |
|
|
2020
Q4 | $681K | Buy |
9,858
+4,618
| +88% | +$319K | 0.26% | 79 |
|
|
2020
Q3 | $315K | Sell |
5,240
-504
| -9% | -$30.3K | 0.14% | 117 |
|
|
2020
Q2 | $328K | Sell |
5,744
-80,230
| -93% | -$4.58M | 0.18% | 109 |
|
|
2020
Q1 | $4.29M | Buy |
85,974
+74,727
| +664% | +$3.73M | 2.98% | 6 |
|
|
2019
Q4 | $733K | Buy |
11,247
+4,504
| +67% | +$294K | 0.44% | 49 |
|
|
2019
Q3 | $411K | Sell |
6,743
-935
| -12% | -$57K | 0.3% | 90 |
|
|
2019
Q2 | $471K | Buy |
7,678
+451
| +6% | +$27.7K | 0.37% | 71 |
|
|
2019
Q1 | $439K | Buy |
7,227
+884
| +14% | +$53.7K | 0.35% | 78 |
|
|
2018
Q4 | $349K | Buy |
+6,343
| New | +$349K | 0.31% | 88 |
|