Compton Wealth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,287
| Closed | -$214K | – | 54 |
|
|
2019
Q4 | $214K | Sell |
3,287
-14,391
| -81% | -$937K | 0.19% | 55 |
|
|
2019
Q3 | $1.08M | Hold |
17,678
| – | – | 0.59% | 33 |
|
|
2019
Q2 | $1.09M | Sell |
17,678
-2,635
| -13% | -$162K | 0.56% | 30 |
|
|
2019
Q1 | $1.23M | Sell |
20,313
-36,189
| -64% | -$2.2M | 0.65% | 26 |
|
|
2018
Q4 | $3.11M | Buy |
+56,502
| New | +$3.11M | 1.6% | 6 |
|