GYL Financial Synergies’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $525K | Sell |
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|
2024
Q2 | $501K | Buy |
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|
2024
Q1 | $509K | Hold |
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|
2023
Q4 | $475K | Buy |
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|
2023
Q3 | $423K | Hold |
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|
2023
Q2 | $467K | Buy |
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|
2023
Q1 | $459K | Sell |
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|
2022
Q4 | $733K | Buy |
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|
2022
Q3 | $592K | Buy |
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|
2022
Q2 | $387K | Buy |
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|
2022
Q1 | $259K | Buy |
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|
2021
Q4 | $294K | Buy |
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|
2021
Q3 | $232K | Buy |
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|
2021
Q2 | $226K | Hold |
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|
2021
Q1 | $211K | Hold |
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|
2020
Q4 | $212K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $463K | Buy |
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|
2019
Q4 | $552K | Buy |
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|
2019
Q3 | $480K | Hold |
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|
2019
Q2 | $482K | Hold |
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|
2019
Q1 | $462K | Hold |
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|
2018
Q4 | $412K | Buy |
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