Compass Advisory Group’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,715
| Closed | -$200K | – | 67 |
|
|
2022
Q1 | $200K | Hold |
2,715
| – | – | 0.1% | 61 |
|
|
2021
Q4 | $214K | Hold |
2,715
| – | – | 0.12% | 60 |
|
|
2021
Q3 | $212K | Hold |
2,715
| – | – | 0.12% | 51 |
|
|
2021
Q2 | $214K | Hold |
2,715
| – | – | 0.13% | 48 |
|
|
2021
Q1 | $206K | Buy |
+2,715
| New | +$206K | 0.14% | 42 |
|