Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-55
| Closed | -$4K | – | 720 |
|
|
2024
Q3 | $4K | Buy |
55
+12
| +28% | +$873 | ﹤0.01% | 954 |
|
|
2024
Q2 | $3K | Hold |
43
| – | – | ﹤0.01% | 1001 |
|
|
2024
Q1 | $3.44K | Hold |
43
| – | – | ﹤0.01% | 982 |
|
|
2023
Q4 | $3K | Hold |
43
| – | – | ﹤0.01% | 943 |
|
|
2023
Q3 | $2.97K | Buy |
+43
| New | +$2.97K | ﹤0.01% | 1020 |
|
|
2023
Q1 | $33K | Buy |
+455
| New | +$33K | 0.01% | 523 |
|
|
2022
Q4 | – | Sell |
-60
| Closed | -$3K | – | 517 |
|
|
2022
Q3 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 920 |
|
|
2022
Q1 | – | Sell |
-12,249
| Closed | -$964K | – | 197 |
|
|
2021
Q4 | $964K | Buy |
+12,249
| New | +$964K | 0.36% | 74 |
|