Edge Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-35
| Closed | -$2K | – | 522 |
|
|
2020
Q2 | $2K | Sell |
35
-7,643
| -100% | -$437K | ﹤0.01% | 605 |
|
|
2020
Q1 | $381K | Buy |
7,678
+4,252
| +124% | +$211K | 0.08% | 104 |
|
|
2019
Q4 | $223K | Buy |
+3,426
| New | +$223K | 0.04% | 140 |
|
|
2019
Q2 | – | Sell |
-1,641
| Closed | -$100K | – | 595 |
|
|
2019
Q1 | $100K | Buy |
1,641
+260
| +19% | +$15.8K | 0.02% | 182 |
|
|
2018
Q4 | $76K | Buy |
+1,381
| New | +$76K | 0.02% | 205 |
|