Hochman Cole Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $322K | Buy |
4,122
+84
| +2% | +$6.56K | 0.13% | 100 |
|
|
2021
Q2 | $319K | Buy |
4,038
+391
| +11% | +$30.9K | 0.13% | 98 |
|
|
2021
Q1 | $277K | Hold |
3,647
| – | – | 0.12% | 104 |
|
|
2020
Q4 | $266K | Sell |
3,647
-450
| -11% | -$32.8K | 0.11% | 102 |
|
|
2020
Q3 | $261K | Sell |
4,097
-676
| -14% | -$43.1K | 0.13% | 96 |
|
|
2020
Q2 | $291K | Sell |
4,773
-392
| -8% | -$23.9K | 0.16% | 89 |
|
|
2020
Q1 | $276K | Buy |
5,165
+1,851
| +56% | +$98.9K | 0.19% | 80 |
|
|
2019
Q4 | $230K | Hold |
3,314
| – | – | 0.13% | 106 |
|
|
2019
Q3 | $216K | Sell |
3,314
-873
| -21% | -$56.9K | 0.13% | 103 |
|
|
2019
Q2 | $275K | Buy |
4,187
+16
| +0.4% | +$1.05K | 0.16% | 95 |
|
|
2019
Q1 | $271K | Sell |
4,171
-361
| -8% | -$23.5K | 0.16% | 96 |
|
|
2018
Q4 | $266K | Buy |
4,532
+701
| +18% | +$41.1K | 0.18% | 89 |
|
|
2018
Q3 | $261K | Buy |
+3,831
| New | +$261K | 0.16% | 93 |
|
|
2018
Q1 | – | Sell |
-3,659
| Closed | -$257K | – | 100 |
|
|
2017
Q4 | $257K | Buy |
3,659
+108
| +3% | +$7.59K | 0.16% | 85 |
|
|
2017
Q3 | $243K | Sell |
3,551
-90
| -2% | -$6.16K | 0.16% | 83 |
|
|
2017
Q2 | $237K | Buy |
3,641
+276
| +8% | +$18K | 0.16% | 82 |
|
|
2017
Q1 | $210K | Sell |
3,365
-123
| -4% | -$7.68K | 0.15% | 83 |
|
|
2016
Q4 | $201K | Buy |
+3,488
| New | +$201K | 0.15% | 87 |
|