Clear Perspectives Financial Planning’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
Q1 | $14.1K | Hold |
150
| – | – | 0.01% | 128 |
|
|
2022
Q4 | $12.6K | Hold |
150
| – | – | 0.01% | 146 |
|
|
2022
Q3 | $11K | Sell |
150
-210
| -58% | -$15.4K | 0.01% | 138 |
|
|
2022
Q2 | $29K | Sell |
360
-1,340
| -79% | -$108K | 0.01% | 106 |
|
|
2022
Q1 | $164K | Sell |
1,700
-4,099
| -71% | -$395K | 0.06% | 56 |
|
|
2021
Q4 | $640K | Sell |
5,799
-573
| -9% | -$63.2K | 0.26% | 37 |
|
|
2021
Q3 | $678K | Sell |
6,372
-1,036
| -14% | -$110K | 0.31% | 38 |
|
|
2021
Q2 | $795K | Sell |
7,408
-653
| -8% | -$70.1K | 0.38% | 36 |
|
|
2021
Q1 | $810K | Sell |
8,061
-481
| -6% | -$48.3K | 0.47% | 33 |
|
|
2020
Q4 | $862K | Buy |
+8,542
| New | +$862K | 0.55% | 32 |
|