CTA
Camelot Technology Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.56M | Buy |
90,565
+4,421
| +5% | +$369K | 6.44% | 2 |
|
2025
Q1 | $6.52M | Sell |
86,144
-299
| -0.3% | -$22.6K | 5.89% | 2 |
|
2024
Q4 | $6.08M | Buy |
86,443
+1,429
| +2% | +$100K | 5.5% | 2 |
|
2024
Q3 | $6.64M | Sell |
85,014
-1,013
| -1% | -$79.1K | 5.85% | 2 |
|
2024
Q2 | $6.25M | Buy |
86,027
+514
| +0.6% | +$37.3K | 5.79% | 2 |
|
2024
Q1 | $6.35M | Sell |
85,513
-966
| -1% | -$71.7K | 5.85% | 2 |
|
2023
Q4 | $6.08M | Buy |
+86,479
| New | +$6.08M | 6.2% | 2 |
|