Gary Goldberg Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $1.12M | Buy |
18,452
+119
| +0.6% | +$7.24K | 0.47% | 44 |
|
|
2014
Q3 | $1.18M | Buy |
18,333
+623
| +4% | +$40K | 0.49% | 48 |
|
|
2014
Q2 | $1.21M | Buy |
17,710
+1,545
| +10% | +$106K | 0.53% | 44 |
|
|
2014
Q1 | $1.09M | Buy |
16,165
+3,955
| +32% | +$266K | 0.53% | 45 |
|
|
2013
Q4 | $819K | Sell |
12,210
-560
| -4% | -$37.6K | 0.48% | 46 |
|
|
2013
Q3 | $815K | Sell |
12,770
-195
| -2% | -$12.4K | 0.49% | 44 |
|
|
2013
Q2 | $743K | Buy |
+12,965
| New | +$743K | 0.47% | 43 |
|