Guardian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,074
| Closed | -$74K | – | 262 |
|
|
2023
Q3 | $74K | Hold |
1,074
| – | – | 0.07% | 95 |
|
|
2023
Q2 | $77.9K | Sell |
1,074
-2,887
| -73% | -$209K | 0.07% | 94 |
|
|
2023
Q1 | $283K | Sell |
3,961
-116
| -3% | -$8.3K | 0.27% | 63 |
|
|
2022
Q4 | $268K | Buy |
4,077
+12
| +0.3% | +$788 | 0.26% | 69 |
|
|
2022
Q3 | $228K | Hold |
4,065
| – | – | 0.26% | 68 |
|
|
2022
Q2 | $254K | Buy |
4,065
+69
| +2% | +$4.31K | 0.27% | 67 |
|
|
2022
Q1 | $294K | Buy |
3,996
+5
| +0.1% | +$368 | 0.29% | 69 |
|
|
2021
Q4 | $314K | Buy |
+3,991
| New | +$314K | 0.3% | 64 |
|