GYL Financial Synergies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.73M | Sell |
20,640
-313
| -1% | -$26.2K | 0.13% | 145 |
|
|
2024
Q2 | $1.64M | Sell |
20,953
-466
| -2% | -$36.5K | 0.13% | 144 |
|
|
2024
Q1 | $1.71M | Hold |
21,419
| – | – | 0.13% | 137 |
|
|
2023
Q4 | $1.61M | Buy |
21,419
+166
| +0.8% | +$12.5K | 0.13% | 140 |
|
|
2023
Q3 | $1.46M | Sell |
21,253
-1,057
| -5% | -$72.9K | 0.14% | 138 |
|
|
2023
Q2 | $1.62M | Buy |
22,310
+2,134
| +11% | +$155K | 0.15% | 127 |
|
|
2023
Q1 | $1.44M | Sell |
20,176
-208
| -1% | -$14.9K | 0.17% | 98 |
|
|
2022
Q4 | $1.34M | Sell |
20,384
-978
| -5% | -$64.2K | 0.29% | 51 |
|
|
2022
Q3 | $1.2M | Buy |
21,362
+2,948
| +16% | +$165K | 0.33% | 48 |
|
|
2022
Q2 | $1.15M | Buy |
18,414
+6,340
| +53% | +$396K | 0.31% | 50 |
|
|
2022
Q1 | $889K | Sell |
12,074
-155
| -1% | -$11.4K | 0.21% | 61 |
|
|
2021
Q4 | $962K | Buy |
12,229
+139
| +1% | +$10.9K | 0.26% | 65 |
|
|
2021
Q3 | $943K | Buy |
12,090
+999
| +9% | +$77.9K | 0.48% | 44 |
|
|
2021
Q2 | $875K | Buy |
11,091
+390
| +4% | +$30.8K | 0.45% | 52 |
|
|
2021
Q1 | $812K | Buy |
10,701
+364
| +4% | +$27.6K | 0.45% | 55 |
|
|
2020
Q4 | $754K | Sell |
10,337
-1,092
| -10% | -$79.7K | 0.43% | 55 |
|
|
2020
Q3 | $727K | Sell |
11,429
-1,185
| -9% | -$75.4K | 0.48% | 48 |
|
|
2020
Q2 | $768K | Sell |
12,614
-9,838
| -44% | -$599K | 0.56% | 39 |
|
|
2020
Q1 | $1.2M | Sell |
22,452
-3,009
| -12% | -$161K | 0.77% | 24 |
|
|
2019
Q4 | $1.77M | Sell |
25,461
-83
| -0.3% | -$5.76K | 0.78% | 18 |
|
|
2019
Q3 | $1.67M | Sell |
25,544
-3,984
| -13% | -$260K | 0.83% | 21 |
|
|
2019
Q2 | $1.94M | Sell |
29,528
-60
| -0.2% | -$3.94K | 1.03% | 17 |
|
|
2019
Q1 | $1.92M | Sell |
29,588
-6,954
| -19% | -$451K | 1.08% | 17 |
|
|
2018
Q4 | $2.15M | Buy |
+36,542
| New | +$2.15M | 1.56% | 10 |
|