Hayden Royal’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,245
| Closed | -$318K | – | 137 |
|
|
2021
Q2 | $318K | Buy |
4,245
+256
| +6% | +$19.2K | 0.18% | 136 |
|
|
2021
Q1 | $287K | Sell |
3,989
-1,006
| -20% | -$72.4K | 0.16% | 137 |
|
|
2020
Q4 | $345K | Sell |
4,995
-14,337
| -74% | -$990K | 0.19% | 129 |
|
|
2020
Q3 | $1.17M | Sell |
19,332
-14,442
| -43% | -$870K | 0.62% | 39 |
|
|
2020
Q2 | $1.93M | Buy |
33,774
+14,363
| +74% | +$821K | 1.09% | 20 |
|
|
2020
Q1 | $968K | Buy |
19,411
+2,455
| +14% | +$122K | 0.57% | 40 |
|
|
2019
Q4 | $1.09M | Sell |
16,956
-1,883
| -10% | -$122K | 0.55% | 41 |
|
|
2019
Q3 | $1.15M | Buy |
18,839
+11,761
| +166% | +$718K | 1.01% | 26 |
|
|
2019
Q2 | $435K | Buy |
7,078
+2,623
| +59% | +$161K | 0.46% | 69 |
|
|
2019
Q1 | $271K | Sell |
4,455
-5,338
| -55% | -$325K | 0.35% | 89 |
|
|
2018
Q4 | $539K | Buy |
+9,793
| New | +$539K | 0.28% | 81 |
|