Halpern Financial’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $96.5K | Hold |
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|
2024
Q2 | $91.3K | Sell |
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|
2024
Q1 | $113K | Sell |
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|
2023
Q4 | $116K | Buy |
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|
2023
Q3 | $80.3K | Sell |
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|
2023
Q2 | $88.1K | Buy |
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|
2023
Q1 | $83.3K | Hold |
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|
2022
Q4 | $76.5K | Hold |
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|
2022
Q3 | $65.3K | Sell |
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|
2022
Q2 | $94.6K | Buy |
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|
2022
Q1 | $85.7K | Hold |
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|
2021
Q4 | $91.7K | Hold |
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|
2021
Q3 | $90.9K | Hold |
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|
2021
Q2 | $91.9K | Hold |
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|
2021
Q1 | $88.4K | Hold |
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|
2020
Q4 | $85K | Hold |
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|
2020
Q3 | $74.2K | Hold |
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|
2020
Q2 | $70.9K | Sell |
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|
2020
Q1 | $108K | Sell |
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|
2019
Q4 | $272K | Buy |
|