GWA
Guidant Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $3.66M | Buy |
56,045
+2,478
| +5% | +$162K | 1.36% | 24 |
|
|
2019
Q2 | $3.52M | Sell |
53,567
-2,857
| -5% | -$188K | 1.36% | 21 |
|
|
2019
Q1 | $3.66M | Buy |
56,424
+8,135
| +17% | +$528K | 1.43% | 21 |
|
|
2018
Q4 | $2.84M | Sell |
48,289
-74,948
| -61% | -$4.4M | 1.32% | 25 |
|
|
2018
Q3 | $6.44M | Sell |
123,237
-314
| -0.3% | -$16.4K | 2.69% | 16 |
|
|
2018
Q2 | $6.37M | Sell |
123,551
-871
| -0.7% | -$44.9K | 2.77% | 16 |
|
|
2018
Q1 | $6.88M | Sell |
124,422
-171
| -0.1% | -$9.46K | 3.11% | 16 |
|
|
2017
Q4 | $7.19M | Buy |
124,593
+84,111
| +208% | +$4.86M | 3.22% | 15 |
|
|
2017
Q3 | $2.77M | Sell |
40,482
-485
| -1% | -$33.2K | 1.97% | 16 |
|
|
2017
Q2 | $2.66M | Sell |
40,967
-11,860
| -22% | -$771K | 1.37% | 25 |
|
|
2017
Q1 | $3.27M | Sell |
52,827
-11,525
| -18% | -$713K | 1.71% | 22 |
|
|
2016
Q4 | $3.82M | Sell |
64,352
-54,559
| -46% | -$3.23M | 2.16% | 15 |
|
|
2016
Q3 | $7.01M | Buy |
+118,911
| New | +$7.01M | 4.32% | 6 |
|