Hutchens Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $671K | Buy |
9,550
+1,423
| +18% | +$100K | 0.63% | 46 |
|
|
2017
Q3 | $556K | Sell |
8,127
-1,673
| -17% | -$114K | 0.5% | 52 |
|
|
2017
Q2 | $638K | Hold |
9,800
| – | – | 0.55% | 52 |
|
|
2017
Q1 | $610K | Buy |
9,800
+640
| +7% | +$39.8K | 0.54% | 54 |
|
|
2016
Q4 | $528K | Sell |
9,160
-3,580
| -28% | -$206K | 0.55% | 46 |
|
|
2016
Q3 | $753K | Sell |
12,740
-1,000
| -7% | -$59.1K | 0.71% | 49 |
|
|
2016
Q2 | $766K | Sell |
13,740
-50
| -0.4% | -$2.79K | 0.74% | 50 |
|
|
2016
Q1 | $788K | Sell |
13,790
-2,500
| -15% | -$143K | 0.79% | 48 |
|
|
2015
Q4 | $956K | Sell |
16,290
-2,750
| -14% | -$161K | 0.94% | 46 |
|
|
2015
Q3 | $1.09M | Buy |
19,040
+400
| +2% | +$22.9K | 1.15% | 41 |
|
|
2015
Q2 | $1.18M | Sell |
18,640
-2,000
| -10% | -$127K | 1.12% | 45 |
|
|
2015
Q1 | $1.32M | Sell |
20,640
-2,255
| -10% | -$145K | 1.22% | 43 |
|
|
2014
Q4 | $1.39M | Buy |
+22,895
| New | +$1.39M | 1.27% | 44 |
|