FWP
Firethorn Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,255
| Closed | -$296K | – | 134 |
|
|
2022
Q1 | $296K | Buy |
4,255
+484
| +13% | +$33.7K | 0.22% | 92 |
|
|
2021
Q4 | $281K | Buy |
+3,771
| New | +$281K | 0.21% | 97 |
|
|
2021
Q2 | $203K | Buy |
+2,708
| New | +$203K | 0.17% | 119 |
|
|
2021
Q1 | – | Sell |
-13,026
| Closed | -$900K | – | 136 |
|
|
2020
Q4 | $900K | Buy |
+13,026
| New | +$900K | 0.97% | 23 |
|