Certified Advisory Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-37,061
| Closed | -$48.8K | – | 282 |
|
|
2023
Q3 | $48.8K | Buy |
+37,061
| New | +$48.8K | 0.01% | 252 |
|
|
2021
Q2 | – | Sell |
-416
| Closed | -$42K | – | 349 |
|
|
2021
Q1 | $42K | Buy |
+416
| New | +$42K | 0.01% | 375 |
|
|
2020
Q2 | $35K | Hold |
426
| – | – | 0.01% | 350 |
|
|
2020
Q1 | $30K | Sell |
426
-29
| -6% | -$2.04K | 0.01% | 348 |
|
|
2019
Q4 | $39K | Hold |
455
| – | – | 0.01% | 351 |
|
|
2019
Q3 | $37K | Buy |
455
+16
| +4% | +$1.3K | 0.01% | 364 |
|
|
2019
Q2 | $35K | Buy |
439
+1
| +0.2% | +$80 | 0.01% | 370 |
|
|
2019
Q1 | $34K | Hold |
438
| – | – | 0.01% | 348 |
|
|
2018
Q4 | $30K | Buy |
438
+22
| +5% | +$1.51K | 0.02% | 347 |
|
|
2018
Q3 | $33K | Hold |
416
| – | – | 0.02% | 348 |
|
|
2018
Q2 | $33K | Hold |
416
| – | – | 0.02% | 337 |
|
|
2018
Q1 | $33K | Buy |
+416
| New | +$33K | 0.02% | 332 |
|