Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.8K | Sell |
400
-611
| -60% | -$54.6K | ﹤0.01% | 508 |
|
|
2025
Q1 | $82.6K | Sell |
1,011
-138
| -12% | -$11.3K | ﹤0.01% | 323 |
|
|
2024
Q4 | $86.9K | Buy |
1,149
+147
| +15% | +$11.1K | ﹤0.01% | 327 |
|
|
2024
Q3 | $83.8K | Buy |
1,002
+168
| +20% | +$14.1K | ﹤0.01% | 326 |
|
|
2024
Q2 | $65.4K | Sell |
834
-222
| -21% | -$17.4K | ﹤0.01% | 352 |
|
|
2024
Q1 | $84.3K | Buy |
1,056
+232
| +28% | +$18.5K | ﹤0.01% | 301 |
|
|
2023
Q4 | $62.1K | Sell |
824
-489
| -37% | -$36.8K | ﹤0.01% | 337 |
|
|
2023
Q3 | $90.5K | Hold |
1,313
| – | – | 0.01% | 263 |
|
|
2023
Q2 | $95.2K | Buy |
1,313
+584
| +80% | +$42.3K | 0.01% | 247 |
|
|
2023
Q1 | $52.1K | Sell |
729
-36
| -5% | -$2.57K | ﹤0.01% | 311 |
|
|
2022
Q4 | $50.2K | Sell |
765
-924
| -55% | -$60.6K | ﹤0.01% | 299 |
|
|
2022
Q3 | $95K | Buy |
1,689
+1,030
| +156% | +$57.9K | 0.01% | 226 |
|
|
2022
Q2 | $41K | Buy |
659
+1
| +0.2% | +$62 | ﹤0.01% | 311 |
|
|
2022
Q1 | $48K | Sell |
658
-251
| -28% | -$18.3K | ﹤0.01% | 274 |
|
|
2021
Q4 | $71K | Hold |
909
| – | – | 0.01% | 226 |
|
|
2021
Q3 | $71K | Buy |
909
+251
| +38% | +$19.6K | 0.01% | 221 |
|
|
2021
Q2 | $52K | Buy |
658
+417
| +173% | +$33K | 0.01% | 235 |
|
|
2021
Q1 | $18K | Buy |
+241
| New | +$18K | ﹤0.01% | 336 |
|