Bridgewater Wealth & Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,975
| Closed | -$324K | – | 57 |
|
|
2017
Q2 | $324K | Buy |
4,975
+21
| +0.4% | +$1.37K | 0.11% | 78 |
|
|
2017
Q1 | $309K | Sell |
4,954
-6,380
| -56% | -$398K | 0.11% | 76 |
|
|
2016
Q4 | $654K | Buy |
11,334
+5,568
| +97% | +$321K | 0.25% | 52 |
|
|
2016
Q3 | $341K | Sell |
5,766
-100
| -2% | -$5.91K | 0.13% | 72 |
|
|
2016
Q2 | $327K | Buy |
5,866
+29
| +0.5% | +$1.62K | 0.12% | 78 |
|
|
2016
Q1 | $334K | Buy |
+5,837
| New | +$334K | 0.12% | 78 |
|