Huber Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $613K | Sell |
12,280
-376
| -3% | -$18.8K | 0.23% | 55 |
|
|
2019
Q4 | $826K | Buy |
12,656
+74
| +0.6% | +$4.83K | 0.29% | 46 |
|
|
2019
Q3 | $768K | Sell |
12,582
-1,011
| -7% | -$61.7K | 0.3% | 44 |
|
|
2019
Q2 | $835K | Buy |
13,593
+169
| +1% | +$10.4K | 0.36% | 41 |
|
|
2019
Q1 | $816K | Sell |
13,424
-8
| -0.1% | -$486 | 0.4% | 40 |
|
|
2018
Q4 | $739K | Buy |
13,432
+8,306
| +162% | +$457K | 0.4% | 37 |
|
|
2018
Q3 | $329K | Hold |
5,126
| – | – | 0.25% | 70 |
|
|
2018
Q2 | $324K | Buy |
5,126
+107
| +2% | +$6.76K | 0.3% | 68 |
|
|
2018
Q1 | $331K | Sell |
5,019
-2,165
| -30% | -$143K | 0.33% | 64 |
|
|
2017
Q4 | $475K | Buy |
+7,184
| New | +$475K | 0.52% | 35 |
|