Burleson & Co’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-20
| Closed | -$2K | – | 358 |
|
2021
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 309 |
|
2020
Q1 | – | Sell |
-32,097
| Closed | -$2.25M | – | 120 |
|
2019
Q4 | $2.25M | Buy |
32,097
+634
| +2% | +$44.4K | 0.63% | 46 |
|
2019
Q3 | $2.1M | Buy |
+31,463
| New | +$2.1M | 0.73% | 38 |
|