Catalyst Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,655
| Closed | -$261K | – | 74 |
|
|
2022
Q3 | $261K | Hold |
4,655
| – | – | 0.2% | 58 |
|
|
2022
Q2 | $291K | Hold |
4,655
| – | – | 0.21% | 62 |
|
|
2022
Q1 | $343K | Sell |
4,655
-8,352
| -64% | -$615K | 0.17% | 63 |
|
|
2021
Q4 | $1.02M | Buy |
13,007
+8,349
| +179% | +$657K | 0.44% | 30 |
|
|
2021
Q3 | $363K | Buy |
4,658
+3
| +0.1% | +$234 | 0.16% | 55 |
|
|
2021
Q2 | $367K | Buy |
+4,655
| New | +$367K | 0.2% | 51 |
|
|
2020
Q4 | – | Sell |
-450
| Closed | -$29K | – | 114 |
|
|
2020
Q3 | $29K | Buy |
+450
| New | +$29K | 0.03% | 144 |
|