Cooper/Haims Advisors’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 |
-5,505
| Closed | -$359K | – | 49 |
|
|
2019
Q4 | $359K | Sell |
5,505
-272
| -5% | -$17.7K | 0.2% | 35 |
|
|
2019
Q3 | $353K | Hold |
5,777
| – | – | 0.22% | 32 |
|
|
2019
Q2 | $355K | Hold |
5,777
| – | – | 0.22% | 31 |
|
|
2019
Q1 | $351K | Sell |
5,777
-1,579
| -21% | -$95.9K | 0.22% | 38 |
|
|
2018
Q4 | $405K | Buy |
+7,356
| New | +$405K | 0.28% | 25 |
|