Catamount Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Hold |
0
| – | – | – | 173 |
|
|
2016
Q4 | – | Sell |
-120
| Closed | -$7K | – | 170 |
|
|
2016
Q3 | $7K | Hold |
120
| – | – | 0.01% | 121 |
|
|
2016
Q2 | $7K | Hold |
120
| – | – | 0.01% | 105 |
|
|
2016
Q1 | $7K | Hold |
120
| – | – | 0.01% | 101 |
|
|
2015
Q4 | $7K | Hold |
120
| – | – | 0.01% | 97 |
|
|
2015
Q3 | $7K | Sell |
120
-529
| -82% | -$30.9K | 0.01% | 98 |
|
|
2015
Q2 | $41K | Hold |
649
| – | – | 0.03% | 73 |
|
|
2015
Q1 | $42K | Buy |
649
+529
| +441% | +$34.2K | 0.03% | 63 |
|
|
2014
Q4 | $7K | Buy |
+120
| New | +$7K | 0.01% | 95 |
|