Elite 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 | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | $71K | Buy |
+1,204
| New | +$71K | 0.12% | 51 |
|
2014
Q4 | – | Sell |
-1,204
| Closed | -$77K | – | 181 |
|
2014
Q3 | $77K | Hold |
1,204
| – | – | 0.07% | 93 |
|
2014
Q2 | $82K | Sell |
1,204
-826
| -41% | -$56.3K | 0.08% | 87 |
|
2014
Q1 | $136K | Buy |
2,030
+825
| +68% | +$55.3K | 0.11% | 75 |
|
2013
Q4 | $81K | Buy |
1,205
+1
| +0.1% | +$67 | 0.06% | 115 |
|
2013
Q3 | $77K | Buy |
+1,204
| New | +$77K | 0.07% | 139 |
|