Cypress Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $242K | Hold |
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|
2018
Q2 | $240K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $200K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $209K | Sell |
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|
2017
Q1 | $533K | Sell |
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|
2016
Q4 | $506K | Sell |
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|
2016
Q3 | $1.99M | Buy |
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|
2016
Q2 | $1.77M | Buy |
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|
2016
Q1 | $1.79M | Buy |
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|
2015
Q4 | $1.82M | Buy |
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|
2015
Q3 | $1.73M | Buy |
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|
2015
Q2 | $1.6M | Buy |
|