Ingalls & Snyder LLC’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-3,609
| Closed | -$268K | – | 426 |
|
2024
Q1 | $268K | Sell |
3,609
-36
| -1% | -$2.67K | 0.01% | 356 |
|
2023
Q4 | $256K | Sell |
3,645
-140
| -4% | -$9.83K | 0.01% | 357 |
|
2023
Q3 | $244K | Hold |
3,785
| – | – | 0.01% | 361 |
|
2023
Q2 | $255K | Hold |
3,785
| – | – | 0.01% | 358 |
|
2023
Q1 | $253K | Buy |
+3,785
| New | +$253K | 0.01% | 353 |
|