Clear Perspective Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $233K | Hold |
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|
2021
Q3 | $231K | Hold |
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|
2021
Q2 | $234K | Buy |
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|
2021
Q1 | $224K | Sell |
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|
2020
Q4 | $775K | Sell |
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|
2020
Q3 | $2.23K | Hold |
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|
2020
Q2 | $664K | Hold |
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|
2020
Q1 | $583K | Sell |
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|
2019
Q4 | $785K | Hold |
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|
2019
Q3 | $737K | Hold |
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|
2019
Q2 | $743K | Hold |
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|
2019
Q1 | $733K | Hold |
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|
2018
Q4 | $664K | Buy |
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|
2018
Q3 | $738K | Buy |
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|
2018
Q2 | $660K | Sell |
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|
2018
Q1 | $693K | Buy |
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|
2017
Q4 | $698K | Hold |
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|
2017
Q3 | $680K | Buy |
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|
2017
Q2 | $560K | Hold |
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|
2017
Q1 | $535K | Buy |
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|
2016
Q4 | $381K | Buy |
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