Charter Oak Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-399
| Closed | -$32K | – | 357 |
|
|
2022
Q2 | $32K | Hold |
399
| – | – | ﹤0.01% | 400 |
|
|
2022
Q1 | $38K | Hold |
399
| – | – | ﹤0.01% | 393 |
|
|
2021
Q4 | $44K | Hold |
399
| – | – | 0.01% | 370 |
|
|
2021
Q3 | $42K | Hold |
399
| – | – | 0.01% | 351 |
|
|
2021
Q2 | $43K | Hold |
399
| – | – | 0.01% | 333 |
|
|
2021
Q1 | $40K | Hold |
399
| – | – | 0.01% | 343 |
|
|
2020
Q4 | $40K | Buy |
+399
| New | +$40K | 0.01% | 317 |
|