HHM Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-206
| Closed | -$17.8K | – | 755 |
|
|
2023
Q3 | $17.8K | Sell |
206
-2,658
| -93% | -$229K | ﹤0.01% | 421 |
|
|
2023
Q2 | $273K | Buy |
2,864
+2,025
| +241% | +$193K | 0.05% | 111 |
|
|
2023
Q1 | $78.6K | Buy |
+839
| New | +$78.6K | 0.02% | 225 |
|
|
2022
Q4 | – | Sell |
-13
| Closed | -$1K | – | 704 |
|
|
2022
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 618 |
|
|
2022
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 754 |
|
|
2022
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 679 |
|
|
2021
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 643 |
|
|
2021
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 603 |
|