Breiter Capital Management’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
Q2 | – | Sell |
-12,648
| Closed | -$833K | – | 111 |
|
2019
Q1 | $833K | Buy |
+12,648
| New | +$833K | 1.11% | 22 |
|
2018
Q3 | – | Sell |
-12,855
| Closed | -$815K | – | 124 |
|
2018
Q2 | $815K | Buy |
12,855
+207
| +2% | +$13.1K | 1.14% | 25 |
|
2018
Q1 | $833K | Hold |
12,648
| – | – | 1.13% | 22 |
|
2017
Q4 | $836K | Buy |
+12,648
| New | +$836K | 1.2% | 21 |
|