Dimensional Fund Advisors’s Energy Focus EFOI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-11,214
| Closed | -$23K | – | 3453 |
|
|
2018
Q3 | $23K | Hold |
11,214
| – | – | ﹤0.01% | 3416 |
|
|
2018
Q2 | $21K | Buy |
+11,214
| New | +$21K | ﹤0.01% | 3362 |
|
|
2017
Q3 | – | Sell |
-25,655
| Closed | -$67K | – | 3340 |
|
|
2017
Q2 | $67K | Hold |
25,655
| – | – | ﹤0.01% | 3277 |
|
|
2017
Q1 | $84K | Hold |
25,655
| – | – | ﹤0.01% | 3257 |
|
|
2016
Q4 | $109K | Hold |
25,655
| – | – | ﹤0.01% | 3234 |
|
|
2016
Q3 | $125K | Sell |
25,655
-3,046
| -11% | -$14.8K | ﹤0.01% | 3219 |
|
|
2016
Q2 | $179K | Hold |
28,701
| – | – | ﹤0.01% | 3193 |
|
|
2016
Q1 | $213K | Buy |
+28,701
| New | +$213K | ﹤0.01% | 3172 |
|