Carroll Financial Associates’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $637K | Buy |
+5,755
| New | +$637K | 0.03% | 228 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$8K | – | 1303 |
|
|
2018
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 948 |
|
|
2018
Q2 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 938 |
|
|
2016
Q1 | – | Sell |
-500
| Closed | -$33K | – | 1142 |
|
|
2015
Q4 | $33K | Buy |
+500
| New | +$33K | 0.01% | 470 |
|