Biegel & Waller’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $6.64M | Sell |
108,681
-20
| -0% | -$1.22K | 3.71% | 9 |
|
|
2019
Q2 | $6.67M | Buy |
108,701
+70
| +0.1% | +$4.3K | 3.41% | 10 |
|
|
2019
Q1 | $6.6M | Buy |
108,631
+1,578
| +1% | +$95.9K | 3.4% | 9 |
|
|
2018
Q4 | $5.89M | Buy |
107,053
+101,810
| +1,942% | +$5.6M | 3.48% | 9 |
|
|
2018
Q3 | $336K | Hold |
5,243
| – | – | 0.19% | 50 |
|
|
2018
Q2 | $332K | Hold |
5,243
| – | – | 0.21% | 44 |
|
|
2018
Q1 | $345K | Hold |
5,243
| – | – | 0.22% | 33 |
|
|
2017
Q4 | $347K | Hold |
5,243
| – | – | 0.2% | 36 |
|
|
2017
Q3 | $336K | Hold |
5,243
| – | – | 0.21% | 34 |
|
|
2017
Q2 | $319K | Hold |
5,243
| – | – | 0.19% | 37 |
|
|
2017
Q1 | $304K | Buy |
+5,243
| New | +$304K | 0.21% | 34 |
|