Cardinal Strategic Wealth Guidance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-321
| Closed | -$22.1K | – | 76 |
|
|
2023
Q3 | $22.1K | Hold |
321
| – | – | 0.01% | 75 |
|
|
2023
Q2 | $23.3K | Hold |
321
| – | – | 0.01% | 73 |
|
|
2023
Q1 | $23K | Sell |
321
-639
| -67% | -$45.7K | 0.01% | 74 |
|
|
2022
Q4 | $63K | Sell |
960
-79
| -8% | -$5.19K | 0.03% | 73 |
|
|
2022
Q3 | $58K | Sell |
1,039
-2,151
| -67% | -$120K | 0.03% | 63 |
|
|
2022
Q2 | $199K | Buy |
3,190
+70
| +2% | +$4.37K | 0.1% | 61 |
|
|
2022
Q1 | $230K | Hold |
3,120
| – | – | 0.11% | 66 |
|
|
2021
Q4 | $245K | Hold |
3,120
| – | – | 0.11% | 67 |
|
|
2021
Q3 | $243K | Hold |
3,120
| – | – | 0.13% | 65 |
|
|
2021
Q2 | $246K | Hold |
3,120
| – | – | 0.13% | 62 |
|
|
2021
Q1 | $237K | Hold |
3,120
| – | – | 0.14% | 61 |
|
|
2020
Q4 | $228K | Buy |
+3,120
| New | +$228K | 0.14% | 53 |
|