Destiny Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-657
| Closed | -$55K | – | 309 |
|
|
2022
Q4 | $55K | Sell |
657
-79
| -11% | -$6.62K | 0.01% | 284 |
|
|
2022
Q3 | $53K | Sell |
736
-133
| -15% | -$9.58K | 0.01% | 272 |
|
|
2022
Q2 | $70K | Sell |
869
-377
| -30% | -$30.4K | 0.02% | 254 |
|
|
2022
Q1 | $120K | Sell |
1,246
-97
| -7% | -$9.34K | 0.02% | 207 |
|
|
2021
Q4 | $148K | Hold |
1,343
| – | – | 0.03% | 201 |
|
|
2021
Q3 | $143K | Buy |
+1,343
| New | +$143K | 0.03% | 192 |
|
|
2021
Q2 | – | Sell |
-1,734
| Closed | -$174K | – | 272 |
|
|
2021
Q1 | $174K | Sell |
1,734
-53
| -3% | -$5.32K | 0.04% | 168 |
|
|
2020
Q4 | $180K | Buy |
+1,787
| New | +$180K | 0.04% | 209 |
|