Edge Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,445
| Closed | -$101K | – | 560 |
|
|
2017
Q4 | $101K | Buy |
+1,445
| New | +$101K | 0.03% | 171 |
|
|
2014
Q1 | – | Sell |
-420
| Closed | -$28K | – | 413 |
|
|
2013
Q4 | $28K | Hold |
420
| – | – | 0.01% | 201 |
|
|
2013
Q3 | $27K | Hold |
420
| – | – | 0.02% | 179 |
|
|
2013
Q2 | $24K | Buy |
+420
| New | +$24K | 0.02% | 174 |
|