Clear Perspectives Financial Planning’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.47K | Sell |
22
-169
| -88% | -$11.3K | ﹤0.01% | 172 |
|
|
2022
Q4 | $11.8K | Buy |
191
+169
| +768% | +$10.4K | 0.01% | 150 |
|
|
2022
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 199 |
|
|
2022
Q2 | $1K | Sell |
22
-24
| -52% | -$1.09K | ﹤0.01% | 206 |
|
|
2022
Q1 | $3K | Hold |
46
| – | – | ﹤0.01% | 199 |
|
|
2021
Q4 | $3K | Hold |
46
| – | – | ﹤0.01% | 209 |
|
|
2021
Q3 | $3K | Hold |
46
| – | – | ﹤0.01% | 195 |
|
|
2021
Q2 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 188 |
|