DFPG Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.22M | Buy |
17,607
+3,158
| +22% | +$218K | 0.09% | 201 |
|
|
2023
Q3 | $926K | Buy |
14,449
+6,928
| +92% | +$444K | 0.09% | 217 |
|
|
2023
Q2 | $522K | Sell |
7,521
-937
| -11% | -$65K | 0.05% | 364 |
|
|
2023
Q1 | $565K | Sell |
8,458
-55
| -0.6% | -$3.68K | 0.06% | 315 |
|
|
2022
Q4 | $552K | Buy |
+8,513
| New | +$552K | 0.09% | 239 |
|
|
2019
Q3 | – | Sell |
-3,679
| Closed | -$225K | – | 168 |
|
|
2019
Q2 | $225K | Sell |
3,679
-3,583
| -49% | -$219K | 0.22% | 134 |
|
|
2019
Q1 | $450K | Sell |
7,262
-1,367
| -16% | -$84.7K | 0.48% | 69 |
|
|
2018
Q4 | $475K | Buy |
+8,629
| New | +$475K | 0.63% | 60 |
|