Graves Light Lenhart Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,626
| Closed | -$263K | – | 172 |
|
|
2022
Q3 | $263K | Hold |
3,626
| – | – | 0.04% | 142 |
|
|
2022
Q2 | $292K | Sell |
3,626
-375
| -9% | -$30.2K | 0.04% | 141 |
|
|
2022
Q1 | $385K | Sell |
4,001
-348
| -8% | -$33.5K | 0.05% | 126 |
|
|
2021
Q4 | $480K | Hold |
4,349
| – | – | 0.07% | 116 |
|
|
2021
Q3 | $463K | Hold |
4,349
| – | – | 0.07% | 113 |
|
|
2021
Q2 | $467K | Buy |
4,349
+482
| +12% | +$51.8K | 0.07% | 112 |
|
|
2021
Q1 | $388K | Buy |
3,867
+186
| +5% | +$18.7K | 0.07% | 123 |
|
|
2020
Q4 | $371K | Buy |
+3,681
| New | +$371K | 0.07% | 115 |
|