Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $412K | Sell |
5,916
-9,697
| -62% | -$675K | 0.27% | 80 |
|
|
2017
Q4 | $1.1M | Buy |
15,613
+9,478
| +154% | +$667K | 0.68% | 39 |
|
|
2017
Q3 | $420K | Sell |
6,135
-16,274
| -73% | -$1.11M | 0.28% | 73 |
|
|
2017
Q2 | $1.46M | Buy |
22,409
+1,576
| +8% | +$103K | 1% | 34 |
|
|
2017
Q1 | $1.3M | Buy |
20,833
+16,432
| +373% | +$1.02M | 0.94% | 40 |
|
|
2016
Q4 | $254K | Buy |
4,401
+92
| +2% | +$5.31K | 0.21% | 68 |
|
|
2016
Q3 | $254K | Sell |
4,309
-4,480
| -51% | -$264K | 0.19% | 80 |
|
|
2016
Q2 | $490K | Buy |
8,789
+1,174
| +15% | +$65.5K | 0.4% | 73 |
|
|
2016
Q1 | $435K | Sell |
7,615
-8,546
| -53% | -$488K | 0.41% | 73 |
|
|
2015
Q4 | $948K | Buy |
+16,161
| New | +$948K | 0.9% | 37 |
|