HC Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $332K | Sell |
5,318
-50
| -0.9% | -$3.12K | 0.22% | 71 |
|
|
2022
Q1 | $395K | Buy |
5,368
+3,010
| +128% | +$221K | 0.24% | 71 |
|
|
2021
Q4 | $186K | Buy |
2,358
+1,458
| +162% | +$115K | 0.1% | 86 |
|
|
2021
Q3 | $70K | Hold |
900
| – | – | 0.04% | 115 |
|
|
2021
Q2 | $71K | Sell |
900
-119
| -12% | -$9.39K | 0.04% | 114 |
|
|
2021
Q1 | $77K | Buy |
1,019
+119
| +13% | +$8.99K | 0.05% | 110 |
|
|
2020
Q4 | $66K | Hold |
900
| – | – | 0.04% | 120 |
|
|
2020
Q3 | $57K | Hold |
900
| – | – | 0.04% | 112 |
|
|
2020
Q2 | $55K | Hold |
900
| – | – | 0.04% | 103 |
|
|
2020
Q1 | $48K | Buy |
+900
| New | +$48K | 0.04% | 110 |
|