Endurance Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $227K | Sell |
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|
2023
Q1 | $229K | Buy |
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|
2022
Q4 | $210K | Sell |
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|
2022
Q3 | $232K | Sell |
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|
2022
Q2 | $409K | Hold |
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|
2022
Q1 | $484K | Sell |
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|
2021
Q4 | $6.08M | Hold |
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|
2021
Q3 | $6.05M | Hold |
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|
2021
Q2 | $6.1M | Sell |
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|
2021
Q1 | $5.89M | Hold |
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|
2020
Q4 | $5.65M | Sell |
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|
2020
Q3 | $4.97M | Hold |
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|
2020
Q2 | $4.71M | Buy |
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|
2020
Q1 | $4.11M | Hold |
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|
2019
Q4 | $5.37M | Hold |
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|
2019
Q3 | $5.03M | Hold |
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|
2019
Q2 | $5.05M | Sell |
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|
2019
Q1 | $6.03M | Buy |
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