Halpern Financial’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 | $96.5K | Hold |
1,165
| – | – | 0.02% | 69 |
|
|
2024
Q2 | $91.3K | Sell |
1,165
-255
| -18% | -$20K | 0.03% | 68 |
|
|
2024
Q1 | $113K | Sell |
1,420
-150
| -10% | -$11.9K | 0.03% | 65 |
|
|
2023
Q4 | $116K | Buy |
1,570
+405
| +35% | +$30K | 0.04% | 66 |
|
|
2023
Q3 | $80.3K | Sell |
1,165
-50
| -4% | -$3.45K | 0.03% | 67 |
|
|
2023
Q2 | $88.1K | Buy |
1,215
+50
| +4% | +$3.63K | 0.03% | 65 |
|
|
2023
Q1 | $83.3K | Hold |
1,165
| – | – | 0.03% | 64 |
|
|
2022
Q4 | $76.5K | Hold |
1,165
| – | – | 0.03% | 66 |
|
|
2022
Q3 | $65.3K | Sell |
1,165
-349
| -23% | -$19.5K | 0.03% | 70 |
|
|
2022
Q2 | $94.6K | Buy |
1,514
+349
| +30% | +$21.8K | 0.04% | 65 |
|
|
2022
Q1 | $85.7K | Hold |
1,165
| – | – | 0.03% | 80 |
|
|
2021
Q4 | $91.7K | Hold |
1,165
| – | – | 0.04% | 62 |
|
|
2021
Q3 | $90.9K | Hold |
1,165
| – | – | 0.04% | 56 |
|
|
2021
Q2 | $91.9K | Hold |
1,165
| – | – | 0.04% | 54 |
|
|
2021
Q1 | $88.4K | Hold |
1,165
| – | – | 0.04% | 48 |
|
|
2020
Q4 | $85K | Hold |
1,165
| – | – | 0.04% | 47 |
|
|
2020
Q3 | $74.2K | Hold |
1,165
| – | – | 0.04% | 47 |
|
|
2020
Q2 | $70.9K | Sell |
1,165
-851
| -42% | -$51.8K | 0.05% | 47 |
|
|
2020
Q1 | $108K | Sell |
2,016
-1,903
| -49% | -$102K | 0.1% | 30 |
|
|
2019
Q4 | $272K | Buy |
+3,919
| New | +$272K | 0.21% | 28 |
|